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 | $113,520 | $84,233+34.8% | $170,442-33.4% | $70,131+61.9% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 12.56% | 23.06%-10.5pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $5,581 | $3,387+64.8% | $5,433+2.7% | $2,342+138.3% |
| Participant deferral / active EE | $4,861 | $3,086+57.5% | $4,939-1.6% | $3,332+45.9% |
| Admin fee / account holder | $2,252 | $5,698-60.5% | $13,880-83.8% | $4,645-51.5% |