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 | $119,833 | $65,365+83.3% | $92,893+29.0% | $72,985+64.2% |
| Participation rate | 71.6% | 68.3%+3.3pp | 76.0%-4.4pp | 69.5%+2.1pp |
| Annual return | 22.83% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,014 | $2,594+16.2% | $3,653-17.5% | $2,440+23.5% |
| Participant deferral / active EE | $6,189 | $3,128+97.8% | $4,236+46.1% | $3,607+71.6% |
| Admin fee / account holder | $3,252 | $4,251-23.5% | $5,794-43.9% | $5,124-36.5% |