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 | $132,821 | $81,460+63.1% | $103,333+28.5% | $80,856+64.3% |
| Participation rate | 79.4% | 66.8%+12.6pp | 74.5%+4.9pp | 67.6%+11.8pp |
| Annual return | 20.45% | 25.55%-5.1pp | 24.88%-4.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,530 | $3,105-18.5% | $3,868-34.6% | $2,755-8.2% |
| Participant deferral / active EE | $3,452 | $3,869-10.8% | $5,057-31.8% | $4,296-19.7% |
| Admin fee / account holder | $4,008 | $6,566-39.0% | $8,355-52.0% | $6,918-42.1% |