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 | $122,627 | $76,552+60.2% | $123,892-1.0% | $62,891+95.0% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.3pp | 69.3%+18.4pp |
| Annual return | 7.93% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,509 | $2,883-47.7% | $4,617-67.3% | $2,281-33.9% |
| Participant deferral / active EE | $6,795 | $4,840+40.4% | $5,984+13.6% | $3,203+112.2% |
| Admin fee / account holder | $7,502 | $4,826+55.5% | $8,357-10.2% | $4,296+74.7% |