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 | $137,090 | $60,349+127.2% | $74,183+84.8% | $62,891+118.0% |
| Participation rate | 85.3% | 72.7%+12.6pp | 76.6%+8.7pp | 69.3%+16.0pp |
| Annual return | 7.78% | 21.37%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,357 | $1,680+40.3% | $2,370-0.5% | $2,281+3.4% |
| Participant deferral / active EE | $9,561 | $2,856+234.8% | $3,550+169.4% | $3,203+198.5% |
| Admin fee / account holder | $895 | $4,261-79.0% | $5,586-84.0% | $4,296-79.2% |