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 | $117,458 | $94,529+24.3% | $140,016-16.1% | $64,186+83.0% |
| Participation rate | 91.2% | 84.1%+7.1pp | 87.5%+3.7pp | 69.6%+21.6pp |
| Annual return | 7.17% | 7.77%-0.6pp | 651.12%-644.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $2,150 | $3,812-43.6% | $5,606-61.6% | $2,381-9.7% |
| Participant deferral / active EE | $9,238 | $5,250+76.0% | $6,927+33.4% | $3,470+166.2% |
| Admin fee / account holder | $12,220 | $6,741+81.3% | $10,705+14.1% | $4,888+150.0% |