See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,647 | $79,944+44.7% | $98,439+17.5% | $75,163+53.9% |
| Participation rate | 74.5% | 70.4%+4.1pp | 75.2%-0.7pp | 67.2%+7.3pp |
| Annual return | 15.49% | 19.75%-4.3pp | 21.16%-5.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,842 | $2,264+25.5% | $3,048-6.8% | $2,670+6.4% |
| Participant deferral / active EE | $4,734 | $3,752+26.2% | $4,738-0.1% | $4,125+14.8% |
| Admin fee / account holder | $4,695 | $6,840-31.4% | $8,948-47.5% | $5,651-16.9% |