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 | $125,753 | $67,606+86.0% | $82,313+52.8% | $70,131+79.3% |
| Participation rate | 70.2% | 72.8%-2.6pp | 76.9%-6.7pp | 69.5%+0.7pp |
| Annual return | 13.06% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,489 | $1,755-15.1% | $2,428-38.7% | $2,342-36.4% |
| Participant deferral / active EE | $6,137 | $2,987+105.5% | $3,706+65.6% | $3,332+84.2% |
| Admin fee / account holder | $13,329 | $4,512+195.4% | $5,608+137.7% | $4,645+186.9% |