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 | $124,178 | $84,233+47.4% | $170,442-27.1% | $70,131+77.1% |
| Participation rate | 97.8% | 70.8%+27.0pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 14.88% | 23.06%-8.2pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,740 | $3,387+10.4% | $5,433-31.2% | $2,342+59.7% |
| Participant deferral / active EE | $5,242 | $3,086+69.9% | $4,939+6.1% | $3,332+57.3% |
| Admin fee / account holder | $3,369 | $5,698-40.9% | $13,880-75.7% | $4,645-27.5% |