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 | $121,098 | $58,512+107.0% | $84,015+44.1% | $72,985+65.9% |
| Participation rate | 79.1% | 61.2%+17.8pp | 69.0%+10.1pp | 69.5%+9.6pp |
| Annual return | 22.42% | 28.93%-6.5pp | 71.31%-48.9pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,088 | $1,163-6.4% | $1,983-45.1% | $2,440-55.4% |
| Participant deferral / active EE | $3,969 | $2,394+65.8% | $3,239+22.5% | $3,607+10.0% |
| Admin fee / account holder | $2,988 | $4,569-34.6% | $6,101-51.0% | $5,124-41.7% |