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 | $110,545 | $65,041+70.0% | $90,951+21.5% | $79,858+38.4% |
| Participation rate | 76.4% | 61.6%+14.8pp | 69.0%+7.4pp | 69.6%+6.8pp |
| Annual return | 17.14% | 30.45%-13.3pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,541 | $1,247+23.5% | $2,122-27.4% | $2,471-37.6% |
| Participant deferral / active EE | $2,993 | $2,512+19.2% | $3,373-11.3% | $3,740-20.0% |
| Admin fee / account holder | $6,630 | $4,536+46.2% | $5,959+11.3% | $5,306+24.9% |