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 | $116,050 | $89,355+29.9% | $141,162-17.8% | $72,985+59.0% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 25.46% | 111.85%-86.4pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $3,591 | $3,114+15.3% | $4,735-24.2% | $2,440+47.2% |
| Participant deferral / active EE | $8,255 | $5,418+52.4% | $6,709+23.0% | $3,607+128.8% |
| Admin fee / account holder | $3,094 | $5,958-48.1% | $10,261-69.8% | $5,124-39.6% |