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 | $129,522 | $109,881+17.9% | $150,045-13.7% | $84,808+52.7% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 16.96% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,281 | $3,561-36.0% | $4,693-51.4% | $2,631-13.3% |
| Participant deferral / active EE | $5,682 | $6,636-14.4% | $7,997-28.9% | $4,212+34.9% |
| Admin fee / account holder | $5,044 | $8,568-41.1% | $13,435-62.5% | $7,344-31.3% |