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 | $115,295 | $62,586+84.2% | $76,768+50.2% | $64,186+79.6% |
| Participation rate | 95.2% | 72.8%+22.3pp | 77.0%+18.2pp | 69.6%+25.6pp |
| Annual return | 7.37% | -1.95%+9.3pp | 2.43%+4.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $4,394 | $1,832+139.8% | $2,485+76.8% | $2,381+84.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,280 | $4,667+98.8% | $6,675+39.0% | $4,888+89.8% |