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 | $118,713 | $91,019+30.4% | $392,568-69.8% | $72,985+62.7% |
| Participation rate | 92.3% | 74.4%+17.9pp | 78.1%+14.3pp | 69.5%+22.8pp |
| Annual return | 23.88% | 20.00%+3.9pp | 24.42%-0.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,912 | $2,751-30.5% | $3,783-49.5% | $2,440-21.6% |
| Participant deferral / active EE | $12,009 | $4,570+162.8% | $5,985+100.7% | $3,607+232.9% |
| Admin fee / account holder | $6,930 | $4,895+41.6% | $6,260+10.7% | $5,124+35.2% |