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 | $115,898 | $89,355+29.7% | $141,162-17.9% | $72,985+58.8% |
| Participation rate | 92.4% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+22.9pp |
| Annual return | 22.47% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,039 | $3,114-34.5% | $4,735-56.9% | $2,440-16.4% |
| Participant deferral / active EE | $7,809 | $5,418+44.1% | $6,709+16.4% | $3,607+116.5% |
| Admin fee / account holder | $3,327 | $5,958-44.2% | $10,261-67.6% | $5,124-35.1% |