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 | $92,341 | $59,101+56.2% | $77,163+19.7% | $75,163+22.9% |
| Participation rate | 87.3% | 63.9%+23.5pp | 69.6%+17.8pp | 67.2%+20.1pp |
| Annual return | 13.02% | 26.71%-13.7pp | 37.87%-24.9pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,698 | $1,995-14.9% | $2,535-33.0% | $2,670-36.4% |
| Participant deferral / active EE | $4,641 | $2,999+54.7% | $3,833+21.1% | $4,125+12.5% |
| Admin fee / account holder | $881 | $4,774-81.5% | $5,472-83.9% | $5,651-84.4% |