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 | $102,793 | $76,552+34.3% | $123,892-17.0% | $62,891+63.4% |
| Participation rate | 90.7% | 73.0%+17.7pp | 81.4%+9.3pp | 69.3%+21.4pp |
| Annual return | 6.55% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,366 | $2,883-17.9% | $4,617-48.7% | $2,281+3.7% |
| Participant deferral / active EE | $7,078 | $4,840+46.2% | $5,984+18.3% | $3,203+121.0% |
| Admin fee / account holder | $11,939 | $4,826+147.4% | $8,357+42.9% | $4,296+177.9% |