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 | $107,213 | $71,057+50.9% | $93,654+14.5% | $80,874+32.6% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.6%+14.2pp |
| Annual return | 16.61% | 11.26%+5.4pp | 133.34%-116.7pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,095 | $1,564-30.0% | $2,421-54.8% | $2,756-60.3% |
| Participant deferral / active EE | $3,495 | $4,034-13.4% | $4,413-20.8% | $4,297-18.7% |
| Admin fee / account holder | $2,879 | $6,944-58.5% | $8,282-65.2% | $6,935-58.5% |