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 | $104,424 | $58,512+78.5% | $84,015+24.3% | $72,985+43.1% |
| Participation rate | 84.4% | 61.2%+23.2pp | 69.0%+15.4pp | 69.5%+14.9pp |
| Annual return | 16.82% | 28.93%-12.1pp | 71.31%-54.5pp | 81.00%-64.2pp |
| Employer contribution / active EE | $4,345 | $1,163+273.6% | $1,983+119.1% | $2,440+78.1% |
| Participant deferral / active EE | $4,506 | $2,394+88.2% | $3,239+39.1% | $3,607+24.9% |
| Admin fee / account holder | $1,830 | $4,569-59.9% | $6,101-70.0% | $5,124-64.3% |