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 | $116,702 | $60,022+94.4% | $88,946+31.2% | $84,808+37.6% |
| Participation rate | 91.3% | 57.8%+33.5pp | 68.8%+22.5pp | 68.3%+23.0pp |
| Annual return | 16.39% | 22.43%-6.0pp | 57.82%-41.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,741 | $1,703+237.1% | $2,555+124.7% | $2,631+118.2% |
| Participant deferral / active EE | $8,212 | $3,114+163.7% | $4,581+79.2% | $4,212+95.0% |
| Admin fee / account holder | $4,109 | $4,811-14.6% | $8,261-50.3% | $7,344-44.0% |