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 | $99,550 | $76,552+30.0% | $123,892-19.6% | $62,891+58.3% |
| Participation rate | 82.6% | 73.0%+9.6pp | 81.4%+1.2pp | 69.3%+13.3pp |
| Annual return | 7.49% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,947 | $2,883-32.5% | $4,617-57.8% | $2,281-14.6% |
| Participant deferral / active EE | $8,627 | $4,840+78.2% | $5,984+44.2% | $3,203+169.3% |
| Admin fee / account holder | $4,639 | $4,826-3.9% | $8,357-44.5% | $4,296+8.0% |