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 | $105,829 | $39,122+170.5% | $57,179+85.1% | $62,891+68.3% |
| Participation rate | 83.3% | 70.5%+12.8pp | 75.3%+8.0pp | 69.3%+14.0pp |
| Annual return | 6.06% | 9.23%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,635 | $1,874-12.8% | $2,682-39.0% | $2,281-28.3% |
| Participant deferral / active EE | $4,151 | $2,374+74.9% | $3,096+34.1% | $3,203+29.6% |
| Admin fee / account holder | $7,855 | $2,592+203.1% | $3,139+150.3% | $4,296+82.9% |