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 | $113,991 | $81,248+40.3% | $155,509-26.7% | $80,856+41.0% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.16% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,946 | $3,100-5.0% | $4,672-36.9% | $2,755+6.9% |
| Participant deferral / active EE | $9,426 | $3,452+173.1% | $5,626+67.5% | $4,296+119.4% |
| Admin fee / account holder | $51,795 | $7,997+547.7% | $15,912+225.5% | $6,918+648.7% |