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 | $89,237 | $61,605+44.9% | $112,229-20.5% | $75,163+18.7% |
| Participation rate | 78.9% | 61.7%+17.2pp | 72.4%+6.5pp | 67.2%+11.7pp |
| Annual return | 19.07% | 28.47%-9.4pp | 30.20%-11.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,141 | $2,015+55.8% | $3,430-8.4% | $2,670+17.6% |
| Participant deferral / active EE | $4,019 | $3,108+29.3% | $4,798-16.2% | $4,125-2.6% |
| Admin fee / account holder | $851 | $4,862-82.5% | $7,748-89.0% | $5,651-84.9% |