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 | $116,896 | $60,349+93.7% | $74,183+57.6% | $62,891+85.9% |
| Participation rate | 87.1% | 72.7%+14.4pp | 76.6%+10.5pp | 69.3%+17.8pp |
| Annual return | 6.40% | 21.37%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,080 | $1,680-35.7% | $2,370-54.4% | $2,281-52.7% |
| Participant deferral / active EE | $4,819 | $2,856+68.7% | $3,550+35.8% | $3,203+50.5% |
| Admin fee / account holder | $2,841 | $4,261-33.3% | $5,586-49.1% | $4,296-33.9% |