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 | $111,520 | $53,777+107.4% | $134,143-16.9% | $79,858+39.6% |
| Participation rate | 88.2% | 58.8%+29.5pp | 72.2%+16.1pp | 69.6%+18.6pp |
| Annual return | 12.83% | 19.01%-6.2pp | 36.33%-23.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $6,370 | $1,321+382.1% | $3,704+72.0% | $2,471+157.8% |
| Participant deferral / active EE | $3,087 | $2,420+27.5% | $3,499-11.8% | $3,740-17.5% |
| Admin fee / account holder | $951 | $3,984-76.1% | $6,684-85.8% | $5,306-82.1% |