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 | $105,758 | $45,035+134.8% | $62,995+67.9% | $70,131+50.8% |
| Participation rate | 89.5% | 69.5%+19.9pp | 74.8%+14.7pp | 69.5%+19.9pp |
| Annual return | 12.24% | 18.76%-6.5pp | 87.57%-75.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $6,282 | $2,051+206.2% | $2,759+127.7% | $2,342+168.2% |
| Participant deferral / active EE | $1,450 | $2,465-41.2% | $3,329-56.5% | $3,332-56.5% |
| Admin fee / account holder | $795 | $2,834-71.9% | $3,600-77.9% | $4,645-82.9% |