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 | $119,270 | $67,606+76.4% | $82,313+44.9% | $70,131+70.1% |
| Participation rate | 78.9% | 72.8%+6.2pp | 76.9%+2.1pp | 69.5%+9.4pp |
| Annual return | 12.32% | 21.57%-9.2pp | 25.88%-13.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,355 | $1,755-22.8% | $2,428-44.2% | $2,342-42.2% |
| Participant deferral / active EE | $3,926 | $2,987+31.5% | $3,706+5.9% | $3,332+17.8% |
| Admin fee / account holder | $2,509 | $4,512-44.4% | $5,608-55.3% | $4,645-46.0% |