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 | $119,533 | $69,977+70.8% | $108,579+10.1% | $62,891+90.1% |
| Participation rate | 98.2% | 72.9%+25.3pp | 79.6%+18.7pp | 69.3%+28.9pp |
| Annual return | 7.69% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,944 | $2,135+84.7% | $3,758+4.9% | $2,281+72.9% |
| Participant deferral / active EE | $6,426 | $3,165+103.1% | $4,311+49.1% | $3,203+100.6% |
| Admin fee / account holder | $11,810 | $5,076+132.6% | $7,645+54.5% | $4,296+174.9% |