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 | $106,220 | $81,248+30.7% | $155,509-31.7% | $80,856+31.4% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 10.78% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,503 | $3,100-51.5% | $4,672-67.8% | $2,755-45.4% |
| Participant deferral / active EE | $2,269 | $3,452-34.3% | $5,626-59.7% | $4,296-47.2% |
| Admin fee / account holder | $652 | $7,997-91.8% | $15,912-95.9% | $6,918-90.6% |