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 | $118,604 | $58,512+102.7% | $84,015+41.2% | $72,985+62.5% |
| Participation rate | 96.2% | 61.2%+35.0pp | 69.0%+27.2pp | 69.5%+26.7pp |
| Annual return | 22.15% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,305 | $1,163+98.2% | $1,983+16.2% | $2,440-5.5% |
| Participant deferral / active EE | $3,008 | $2,394+25.7% | $3,239-7.1% | $3,607-16.6% |
| Admin fee / account holder | $5,098 | $4,569+11.6% | $6,101-16.4% | $5,124-0.5% |