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 | $116,915 | $70,428+66.0% | $96,562+21.1% | $85,850+36.2% |
| Participation rate | 81.8% | 61.8%+20.0pp | 69.8%+12.0pp | 69.3%+12.5pp |
| Annual return | 13.82% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,563 | $1,413+10.6% | $2,356-33.7% | $2,565-39.1% |
| Participant deferral / active EE | $5,338 | $2,894+84.5% | $3,849+38.7% | $3,952+35.1% |
| Admin fee / account holder | $12,097 | $4,997+142.1% | $6,181+95.7% | $6,260+93.3% |