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 | $111,753 | $80,717+38.4% | $154,803-27.8% | $84,808+31.8% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 14.80% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,172 | $2,761+87.3% | $4,305+20.1% | $2,631+96.6% |
| Participant deferral / active EE | $6,074 | $3,303+83.9% | $5,540+9.6% | $4,212+44.2% |
| Admin fee / account holder | $4,299 | $6,746-36.3% | $14,329-70.0% | $7,344-41.5% |