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 | $104,538 | $60,022+74.2% | $88,946+17.5% | $84,808+23.3% |
| Participation rate | 75.6% | 57.8%+17.7pp | 68.8%+6.7pp | 68.3%+7.2pp |
| Annual return | 17.05% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,133 | $1,703+84.0% | $2,555+22.6% | $2,631+19.1% |
| Participant deferral / active EE | $5,765 | $3,114+85.1% | $4,581+25.8% | $4,212+36.9% |
| Admin fee / account holder | $2,639 | $4,811-45.1% | $8,261-68.1% | $7,344-64.1% |