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 | $92,311 | $80,717+14.4% | $154,803-40.4% | $84,808+8.8% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.1pp | 68.3%+18.9pp |
| Annual return | 14.25% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,331 | $2,761+20.6% | $4,305-22.6% | $2,631+26.6% |
| Participant deferral / active EE | $7,967 | $3,303+141.2% | $5,540+43.8% | $4,212+89.2% |
| Admin fee / account holder | $15,077 | $6,746+123.5% | $14,329+5.2% | $7,344+105.3% |