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 | $107,817 | $72,012+49.7% | $185,823-42.0% | $79,858+35.0% |
| Participation rate | 83.1% | 65.8%+17.3pp | 78.0%+5.0pp | 69.6%+13.4pp |
| Annual return | 17.38% | 23.12%-5.7pp | 35.95%-18.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,082 | $1,965+56.9% | $4,087-24.6% | $2,471+24.7% |
| Participant deferral / active EE | $4,367 | $3,779+15.6% | $5,632-22.5% | $3,740+16.8% |
| Admin fee / account holder | $3,485 | $4,513-22.8% | $9,500-63.3% | $5,306-34.3% |