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 | $119,145 | $82,032+45.2% | $123,104-3.2% | $59,632+99.8% |
| Participation rate | 92.3% | 83.2%+9.1pp | 86.8%+5.5pp | 68.7%+23.6pp |
| Annual return | 1.26% | 5.12%-3.9pp | 13.22%-12.0pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $6,901 | $3,297+109.3% | $5,151+34.0% | $2,203+213.3% |
| Participant deferral / active EE | $8,786 | $4,667+88.3% | $6,230+41.0% | $3,192+175.3% |
| Admin fee / account holder | $785 | $5,881-86.7% | $9,015-91.3% | $4,297-81.7% |