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 | $125,941 | $90,503+39.2% | $78,689+60.0% | $273,961-54.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 10.66% | 75.60%-64.9pp | 62.18%-51.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $7,567 | $3,176+138.3% | $2,851+165.4% | $4,869+55.4% |
| Participant deferral / active EE | $7,626 | $3,901+95.5% | $3,517+116.8% | $5,287+44.2% |
| Admin fee / account holder | $3,733 | $5,263-29.1% | $4,510-17.2% | $10,132-63.2% |