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 | $116,376 | $81,248+43.2% | $155,509-25.2% | $80,856+43.9% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.6%+19.0pp |
| Annual return | 16.74% | 33.31%-16.6pp | 64.67%-47.9pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,586 | $3,100-16.6% | $4,672-44.7% | $2,755-6.1% |
| Participant deferral / active EE | $4,705 | $3,452+36.3% | $5,626-16.4% | $4,296+9.5% |
| Admin fee / account holder | $2,301 | $7,997-71.2% | $15,912-85.5% | $6,918-66.7% |