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 | $108,375 | $78,694+37.7% | $67,652+60.2% | $125,391-13.6% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | 4.37% | 9.46%-5.1pp | 6625.04%-6620.7pp | 282.22%-277.9pp |
| Employer contribution / active EE | $1,211 | $3,044-60.2% | $2,266-46.6% | $4,866-75.1% |
| Participant deferral / active EE | $3,209 | $4,292-25.2% | $3,560-9.8% | $5,352-40.0% |
| Admin fee / account holder | $5,336 | $7,403-27.9% | $4,821+10.7% | $9,540-44.1% |