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 | $124,713 | $81,248+53.5% | $155,509-19.8% | $80,856+54.2% |
| Participation rate | 82.7% | 66.2%+16.5pp | 78.2%+4.5pp | 67.6%+15.1pp |
| Annual return | 12.76% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $6,352 | $3,100+104.9% | $4,672+35.9% | $2,755+130.6% |
| Participant deferral / active EE | $2,568 | $3,452-25.6% | $5,626-54.4% | $4,296-40.2% |
| Admin fee / account holder | $4,494 | $7,997-43.8% | $15,912-71.8% | $6,918-35.0% |