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 | $122,373 | $81,233+50.6% | $155,567-21.3% | $80,874+51.3% |
| Participation rate | 71.0% | 66.2%+4.7pp | 78.2%-7.2pp | 67.6%+3.3pp |
| Annual return | 11.60% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,193 | $3,101-29.3% | $4,674-53.1% | $2,756-20.4% |
| Participant deferral / active EE | $6,712 | $3,452+94.4% | $5,628+19.3% | $4,297+56.2% |
| Admin fee / account holder | $5,711 | $7,998-28.6% | $15,916-64.1% | $6,935-17.6% |