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 | $114,869 | $60,349+90.3% | $74,183+54.8% | $62,891+82.6% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 8.48% | 21.37%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,428 | $1,680+104.1% | $2,370+44.7% | $2,281+50.3% |
| Participant deferral / active EE | $9,032 | $2,856+216.2% | $3,550+154.5% | $3,203+182.0% |
| Admin fee / account holder | $2,327 | $4,261-45.4% | $5,586-58.3% | $4,296-45.8% |