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 | $111,099 | $77,899+42.6% | $149,673-25.8% | $75,163+47.8% |
| Participation rate | 80.8% | 65.6%+15.2pp | 78.8%+2.0pp | 67.2%+13.6pp |
| Annual return | 16.86% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,607 | $3,137+15.0% | $4,818-25.1% | $2,670+35.1% |
| Participant deferral / active EE | $4,946 | $3,411+45.0% | $5,680-12.9% | $4,125+19.9% |
| Admin fee / account holder | $6,391 | $5,956+7.3% | $13,210-51.6% | $5,651+13.1% |