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 | $118,088 | $88,360+33.6% | $145,433-18.8% | $67,986+73.7% |
| Participation rate | 72.4% | 65.5%+6.9pp | 82.1%-9.7pp | 57.2%+15.2pp |
| Annual return | 16.22% | 63.15%-46.9pp | 66.58%-50.4pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,625 | $3,054-46.8% | $4,554-64.3% | $2,019-19.5% |
| Participant deferral / active EE | $4,781 | $5,932-19.4% | $7,897-39.5% | $3,358+42.4% |
| Admin fee / account holder | $2,710 | $3,313-18.2% | $13,129-79.4% | $3,203-15.4% |