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 | $104,978 | $45,343+131.5% | $150,298-30.2% | $67,986+54.4% |
| Participation rate | 79.6% | 51.9%+27.8pp | 77.8%+1.9pp | 57.2%+22.4pp |
| Annual return | 17.71% | 33.28%-15.6pp | 62.79%-45.1pp | 31.67%-14.0pp |
| Employer contribution / active EE | $3,603 | $1,462+146.5% | $4,154-13.3% | $2,019+78.5% |
| Participant deferral / active EE | $6,840 | $2,055+232.9% | $5,453+25.4% | $3,358+103.7% |
| Admin fee / account holder | $8,430 | $2,250+274.7% | $14,116-40.3% | $3,203+163.2% |