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 | $114,265 | $69,518+64.4% | $59,878+90.8% | $135,375-15.6% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.7%+20.0pp | 82.6%+12.1pp |
| Annual return | 7.43% | 7.94%-0.5pp | 3.46%+4.0pp | 519.73%-512.3pp |
| Employer contribution / active EE | $4,866 | $3,235+50.4% | $2,722+78.8% | $4,779+1.8% |
| Participant deferral / active EE | $4,322 | $4,206+2.8% | $3,402+27.0% | $5,609-22.9% |
| Admin fee / account holder | $5,950 | $5,734+3.8% | $3,590+65.7% | $10,827-45.0% |