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 | $81,465 | $49,227+65.5% | $70,449+15.6% | $79,858+2.0% |
| Participation rate | 81.1% | 69.2%+11.9pp | 75.1%+6.0pp | 69.6%+11.4pp |
| Annual return | 14.41% | 30.06%-15.6pp | 109.03%-94.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,302 | $2,099-38.0% | $2,737-52.4% | $2,471-47.3% |
| Participant deferral / active EE | $4,315 | $2,768+55.9% | $3,709+16.3% | $3,740+15.4% |
| Admin fee / account holder | $27,452 | $2,878+853.8% | $3,845+613.9% | $5,306+417.3% |