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 | $109,718 | $84,233+30.3% | $170,442-35.6% | $70,131+56.4% |
| Participation rate | 93.8% | 70.8%+23.0pp | 83.6%+10.2pp | 69.5%+24.3pp |
| Annual return | 16.28% | 23.06%-6.8pp | 205.93%-189.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $7,455 | $3,387+120.1% | $5,433+37.2% | $2,342+218.3% |
| Participant deferral / active EE | $4,262 | $3,086+38.1% | $4,939-13.7% | $3,332+27.9% |
| Admin fee / account holder | $4,508 | $5,698-20.9% | $13,880-67.5% | $4,645-3.0% |