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 | $114,729 | $83,477+37.4% | $125,175-8.3% | $72,985+57.2% |
| Participation rate | 94.3% | 73.3%+21.0pp | 79.8%+14.6pp | 69.5%+24.9pp |
| Annual return | 17.43% | 25.78%-8.3pp | 43.79%-26.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $13,392 | $2,345+471.0% | $3,865+246.5% | $2,440+448.9% |
| Participant deferral / active EE | $3,342 | $3,585-6.8% | $4,937-32.3% | $3,607-7.4% |
| Admin fee / account holder | $741 | $5,517-86.6% | $9,702-92.4% | $5,124-85.5% |