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 | $106,182 | $81,248+30.7% | $155,509-31.7% | $80,856+31.3% |
| Participation rate | 80.6% | 66.2%+14.3pp | 78.2%+2.4pp | 67.6%+12.9pp |
| Annual return | 13.00% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,120 | $3,100+65.2% | $4,672+9.6% | $2,755+85.9% |
| Participant deferral / active EE | $7,440 | $3,452+115.6% | $5,626+32.2% | $4,296+73.2% |
| Admin fee / account holder | $2,624 | $7,997-67.2% | $15,912-83.5% | $6,918-62.1% |