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 | $115,578 | $80,717+43.2% | $154,803-25.3% | $84,808+36.3% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,134 | $2,761+158.4% | $4,305+65.7% | $2,631+171.2% |
| Participant deferral / active EE | $6,457 | $3,303+95.5% | $5,540+16.5% | $4,212+53.3% |
| Admin fee / account holder | $2,164 | $6,746-67.9% | $14,329-84.9% | $7,344-70.5% |