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 | $116,153 | $60,349+92.5% | $74,183+56.6% | $62,891+84.7% |
| Participation rate | 87.9% | 72.7%+15.2pp | 76.6%+11.3pp | 69.3%+18.6pp |
| Annual return | 6.24% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,107 | $1,680-34.1% | $2,370-53.3% | $2,281-51.5% |
| Participant deferral / active EE | $5,054 | $2,856+76.9% | $3,550+42.4% | $3,203+57.8% |
| Admin fee / account holder | $6,847 | $4,261+60.7% | $5,586+22.6% | $4,296+59.4% |