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 | $118,641 | $148,978-20.4% | $200,582-40.9% | $84,808+39.9% |
| Participation rate | 89.2% | 84.2%+5.0pp | 86.9%+2.3pp | 68.3%+20.9pp |
| Annual return | 15.97% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,879 | $4,815-19.4% | $6,419-39.6% | $2,631+47.4% |
| Participant deferral / active EE | $4,708 | $7,142-34.1% | $9,331-49.5% | $4,212+11.8% |
| Admin fee / account holder | $4,253 | $13,977-69.6% | $16,305-73.9% | $7,344-42.1% |