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 | $127,735 | $89,355+43.0% | $141,162-9.5% | $72,985+75.0% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 19.08% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,091 | $3,114-32.9% | $4,735-55.8% | $2,440-14.3% |
| Participant deferral / active EE | $5,612 | $5,418+3.6% | $6,709-16.4% | $3,607+55.6% |
| Admin fee / account holder | $8,499 | $5,958+42.6% | $10,261-17.2% | $5,124+65.8% |