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 | $104,515 | $45,343+130.5% | $150,298-30.5% | $67,986+53.7% |
| Participation rate | 90.1% | 51.9%+38.2pp | 77.8%+12.3pp | 57.2%+32.9pp |
| Annual return | 19.61% | 33.28%-13.7pp | 62.79%-43.2pp | 31.67%-12.1pp |
| Employer contribution / active EE | $2,419 | $1,462+65.5% | $4,154-41.8% | $2,019+19.8% |
| Participant deferral / active EE | $4,794 | $2,055+133.3% | $5,453-12.1% | $3,358+42.8% |
| Admin fee / account holder | $1,505 | $2,250-33.1% | $14,116-89.3% | $3,203-53.0% |