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 | $106,233 | $53,018+100.4% | $70,014+51.7% | $62,891+68.9% |
| Participation rate | 70.4% | 67.2%+3.2pp | 71.8%-1.4pp | 69.3%+1.1pp |
| Annual return | 4.52% | 13.35%-8.8pp | 12.99%-8.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $6,135 | $1,799+241.0% | $2,338+162.4% | $2,281+169.0% |
| Participant deferral / active EE | $3,376 | $2,395+40.9% | $2,931+15.2% | $3,203+5.4% |
| Admin fee / account holder | $17,568 | $3,690+376.2% | $4,380+301.1% | $4,296+309.0% |