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 | $121,086 | $56,054+116.0% | $171,082-29.2% | $62,891+92.5% |
| Participation rate | 97.1% | 62.9%+34.3pp | 76.7%+20.4pp | 69.3%+27.8pp |
| Annual return | 17.57% | 22.52%-5.0pp | 32.56%-15.0pp | 20.14%-2.6pp |
| Employer contribution / active EE | $1,662 | $1,731-4.0% | $4,002-58.5% | $2,281-27.1% |
| Participant deferral / active EE | $7,473 | $3,158+136.6% | $4,797+55.8% | $3,203+133.3% |
| Admin fee / account holder | $904 | $3,647-75.2% | $8,520-89.4% | $4,296-79.0% |