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 | $126,789 | $76,552+65.6% | $123,892+2.3% | $62,891+101.6% |
| Participation rate | 76.7% | 73.0%+3.7pp | 81.4%-4.7pp | 69.3%+7.4pp |
| Annual return | 8.71% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,859 | $2,883-35.5% | $4,617-59.7% | $2,281-18.5% |
| Participant deferral / active EE | $4,994 | $4,840+3.2% | $5,984-16.5% | $3,203+55.9% |
| Admin fee / account holder | $3,659 | $4,826-24.2% | $8,357-56.2% | $4,296-14.8% |