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 | $117,611 | $57,354+105.1% | $83,848+40.3% | $64,186+83.2% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | 11.69% | 11.38%+0.3pp | 850.88%-839.2pp | 7.63%+4.1pp |
| Employer contribution / active EE | $2,285 | $2,545-10.2% | $3,631-37.1% | $2,381-4.0% |
| Participant deferral / active EE | $2,901 | $2,993-3.1% | $4,082-28.9% | $3,470-16.4% |
| Admin fee / account holder | $3,330 | $4,046-17.7% | $5,478-39.2% | $4,888-31.9% |