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 | $49,915+110.3% | $154,803-32.2% | $74,304+41.3% |
| Participation rate | 79.6% | 54.0%+25.7pp | 78.1%+1.6pp | 60.3%+19.3pp |
| Annual return | 17.71% | 34.06%-16.3pp | 58.88%-41.2pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,603 | $1,611+123.6% | $4,305-16.3% | $2,241+60.8% |
| Participant deferral / active EE | $6,840 | $2,255+203.3% | $5,540+23.4% | $3,767+81.6% |
| Admin fee / account holder | $8,430 | $2,189+285.1% | $14,329-41.2% | $2,969+183.9% |