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 | $116,816 | $48,076+143.0% | $78,689+48.5% | $62,891+85.7% |
| Participation rate | 93.2% | 65.2%+28.0pp | 73.6%+19.6pp | 69.3%+23.9pp |
| Annual return | 7.51% | 31.35%-23.8pp | 62.18%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,848 | $2,015-8.3% | $2,851-35.2% | $2,281-19.0% |
| Participant deferral / active EE | $5,310 | $2,588+105.2% | $3,517+51.0% | $3,203+65.8% |
| Admin fee / account holder | $1,333 | $3,207-58.4% | $4,510-70.4% | $4,296-69.0% |