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 | $120,185 | $67,411+78.3% | $91,001+32.1% | $70,131+71.4% |
| Participation rate | 76.9% | 71.4%+5.6pp | 75.6%+1.3pp | 69.5%+7.4pp |
| Annual return | 17.20% | -40.16%+57.4pp | 4.60%+12.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,361 | $1,786-23.8% | $2,456-44.6% | $2,342-41.9% |
| Participant deferral / active EE | $5,861 | $2,823+107.6% | $3,547+65.2% | $3,332+75.9% |
| Admin fee / account holder | $1,526 | $4,236-64.0% | $5,417-71.8% | $4,645-67.2% |