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 | $105,978 | $45,073+135.1% | $69,455+52.6% | $72,985+45.2% |
| Participation rate | 81.3% | 68.5%+12.8pp | 74.6%+6.6pp | 69.5%+11.8pp |
| Annual return | 6.38% | 22.65%-16.3pp | 28.97%-22.6pp | 81.00%-74.6pp |
| Employer contribution / active EE | $2,432 | $2,054+18.4% | $2,779-12.5% | $2,440-0.3% |
| Participant deferral / active EE | $4,920 | $2,602+89.1% | $3,535+39.2% | $3,607+36.4% |
| Admin fee / account holder | $9,508 | $3,056+211.2% | $3,839+147.7% | $5,124+85.6% |