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 | $109,748 | $84,233+30.3% | $170,442-35.6% | $70,131+56.5% |
| Participation rate | 80.6% | 70.8%+9.7pp | 83.6%-3.0pp | 69.5%+11.0pp |
| Annual return | 14.78% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $4,817 | $3,387+42.2% | $5,433-11.3% | $2,342+105.6% |
| Participant deferral / active EE | $7,071 | $3,086+129.2% | $4,939+43.2% | $3,332+112.2% |
| Admin fee / account holder | $14,543 | $5,698+155.2% | $13,880+4.8% | $4,645+213.1% |