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 | $113,693 | $57,590+97.4% | $86,233+31.8% | $82,448+37.9% |
| Participation rate | 80.8% | 57.9%+22.9pp | 69.0%+11.8pp | 68.1%+12.7pp |
| Annual return | 14.23% | 22.41%-8.2pp | 61.39%-47.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,708 | $1,655+63.6% | $2,504+8.1% | $2,551+6.1% |
| Participant deferral / active EE | $5,724 | $3,080+85.9% | $4,559+25.6% | $4,139+38.3% |
| Admin fee / account holder | $3,308 | $4,730-30.1% | $8,342-60.3% | $7,234-54.3% |