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 | $113,959 | $81,233+40.3% | $155,567-26.7% | $80,874+40.9% |
| Participation rate | 94.6% | 66.2%+28.3pp | 78.2%+16.4pp | 67.6%+26.9pp |
| Annual return | 11.52% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $2,851 | $3,101-8.0% | $4,674-39.0% | $2,756+3.5% |
| Participant deferral / active EE | $5,612 | $3,452+62.6% | $5,628-0.3% | $4,297+30.6% |
| Admin fee / account holder | $9,779 | $7,998+22.3% | $15,916-38.6% | $6,935+41.0% |