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 | $115,312 | $94,529+22.0% | $140,016-17.6% | $64,186+79.7% |
| Participation rate | 91.9% | 84.1%+7.8pp | 87.5%+4.4pp | 69.6%+22.3pp |
| Annual return | 3.59% | 7.77%-4.2pp | 651.12%-647.5pp | 7.63%-4.0pp |
| Employer contribution / active EE | $1,799 | $3,812-52.8% | $5,606-67.9% | $2,381-24.5% |
| Participant deferral / active EE | $7,476 | $5,250+42.4% | $6,927+7.9% | $3,470+115.5% |
| Admin fee / account holder | $6,041 | $6,741-10.4% | $10,705-43.6% | $4,888+23.6% |