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 | $122,546 | $108,825+12.6% | $156,181-21.5% | $82,448+48.6% |
| Participation rate | 84.4% | 72.4%+12.1pp | 78.8%+5.6pp | 68.1%+16.4pp |
| Annual return | 16.97% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,524 | $2,870-46.9% | $4,294-64.5% | $2,551-40.3% |
| Participant deferral / active EE | $5,843 | $4,577+27.6% | $6,132-4.7% | $4,139+41.2% |
| Admin fee / account holder | $7,933 | $9,341-15.1% | $14,586-45.6% | $7,234+9.7% |