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 | $133,697 | $101,724+31.4% | $164,813-18.9% | $80,856+65.4% |
| Participation rate | 85.1% | 71.8%+13.3pp | 78.6%+6.5pp | 67.6%+17.5pp |
| Annual return | 15.40% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,370 | $2,953-53.6% | $4,341-68.4% | $2,755-50.3% |
| Participant deferral / active EE | $4,732 | $4,477+5.7% | $6,031-21.5% | $4,296+10.2% |
| Admin fee / account holder | $13,624 | $8,227+65.6% | $12,690+7.4% | $6,918+96.9% |