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 | $117,937 | $50,464+133.7% | $75,781+55.6% | $52,331+125.4% |
| Participation rate | 98.3% | 66.8%+31.6pp | 75.8%+22.5pp | 68.1%+30.2pp |
| Annual return | 0.42% | 1.03%-0.6pp | 9.68%-9.3pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,333 | $1,988+67.6% | $3,323+0.3% | $1,882+77.1% |
| Participant deferral / active EE | $7,097 | $2,570+176.1% | $3,651+94.4% | $3,022+134.8% |
| Admin fee / account holder | $4,040 | $1,103+266.3% | $5,299-23.8% | $592+582.9% |