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 | $116,780 | $56,897+105.2% | $84,750+37.8% | $62,891+85.7% |
| Participation rate | 82.9% | 68.5%+14.3pp | 76.6%+6.3pp | 69.3%+13.6pp |
| Annual return | 6.10% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,083 | $2,709+87.6% | $3,712+36.9% | $3,203+58.7% |
| Admin fee / account holder | $7,438 | $3,581+107.7% | $5,332+39.5% | $4,296+73.2% |