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 | $116,611 | $84,233+38.4% | $170,442-31.6% | $70,131+66.3% |
| Participation rate | 82.8% | 70.8%+11.9pp | 83.6%-0.8pp | 69.5%+13.2pp |
| Annual return | 13.25% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,748 | $3,387-48.4% | $5,433-67.8% | $2,342-25.4% |
| Participant deferral / active EE | $3,180 | $3,086+3.0% | $4,939-35.6% | $3,332-4.6% |
| Admin fee / account holder | $1,545 | $5,698-72.9% | $13,880-88.9% | $4,645-66.7% |