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 | $103,821 | $72,177+43.8% | $115,037-9.7% | $59,632+74.1% |
| Participation rate | 79.7% | 72.6%+7.2pp | 81.4%-1.7pp | 68.7%+11.0pp |
| Annual return | 3.98% | 12.02%-8.0pp | 26.14%-22.2pp | 2041.28%-2037.3pp |
| Employer contribution / active EE | $1,051 | $2,841-63.0% | $4,608-77.2% | $2,203-52.3% |
| Participant deferral / active EE | $7,392 | $4,783+54.5% | $6,026+22.7% | $3,192+131.6% |
| Admin fee / account holder | $7,134 | $4,927+44.8% | $8,175-12.7% | $4,297+66.0% |