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 | $130,168 | $86,929+49.7% | $102,423+27.1% | $80,856+61.0% |
| Participation rate | 81.4% | 72.4%+9.0pp | 76.5%+4.9pp | 67.6%+13.8pp |
| Annual return | 15.23% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,161 | $2,369-51.0% | $3,023-61.6% | $2,755-57.8% |
| Participant deferral / active EE | $3,334 | $4,118-19.1% | $5,053-34.0% | $4,296-22.4% |
| Admin fee / account holder | $3,060 | $8,049-62.0% | $9,451-67.6% | $6,918-55.8% |