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 | $116,179 | $81,233+43.0% | $155,567-25.3% | $80,874+43.7% |
| Participation rate | 72.1% | 66.2%+5.9pp | 78.2%-6.1pp | 67.6%+4.5pp |
| Annual return | 11.83% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,652 | $3,101-14.5% | $4,674-43.3% | $2,756-3.8% |
| Participant deferral / active EE | $6,521 | $3,452+88.9% | $5,628+15.9% | $4,297+51.8% |
| Admin fee / account holder | $4,309 | $7,998-46.1% | $15,916-72.9% | $6,935-37.9% |