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 | $132,850 | $94,529+40.5% | $140,016-5.1% | $64,186+107.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | 8.73% | 7.77%+1.0pp | 651.12%-642.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $3,125 | $3,812-18.0% | $5,606-44.3% | $2,381+31.3% |
| Participant deferral / active EE | $4,246 | $5,250-19.1% | $6,927-38.7% | $3,470+22.4% |
| Admin fee / account holder | $1,741 | $6,741-74.2% | $10,705-83.7% | $4,888-64.4% |