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 | $123,054 | $60,349+103.9% | $74,183+65.9% | $62,891+95.7% |
| Participation rate | 77.4% | 72.7%+4.6pp | 76.6%+0.7pp | 69.3%+8.1pp |
| Annual return | 8.35% | 21.37%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,985 | $1,680+18.2% | $2,370-16.2% | $2,281-13.0% |
| Participant deferral / active EE | $7,516 | $2,856+163.1% | $3,550+111.7% | $3,203+134.6% |
| Admin fee / account holder | $1,689 | $4,261-60.4% | $5,586-69.8% | $4,296-60.7% |