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 | $101,658 | $61,605+65.0% | $112,229-9.4% | $75,163+35.2% |
| Participation rate | 80.0% | 61.7%+18.3pp | 72.4%+7.6pp | 67.2%+12.8pp |
| Annual return | 16.54% | 28.47%-11.9pp | 30.20%-13.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,472 | $2,015+121.9% | $3,430+30.4% | $2,670+67.5% |
| Participant deferral / active EE | $6,958 | $3,108+123.9% | $4,798+45.0% | $4,125+68.7% |
| Admin fee / account holder | $4,418 | $4,862-9.1% | $7,748-43.0% | $5,651-21.8% |