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 | $119,351 | $81,248+46.9% | $155,509-23.3% | $80,856+47.6% |
| Participation rate | 90.8% | 66.2%+24.5pp | 78.2%+12.6pp | 67.6%+23.1pp |
| Annual return | 12.57% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,397 | $3,100+9.6% | $4,672-27.3% | $2,755+23.3% |
| Participant deferral / active EE | $6,948 | $3,452+101.3% | $5,626+23.5% | $4,296+61.7% |
| Admin fee / account holder | $2,196 | $7,997-72.5% | $15,912-86.2% | $6,918-68.3% |