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 | $119,531 | $42,383+182.0% | $76,523+56.2% | $64,186+86.2% |
| Participation rate | 96.4% | 58.1%+38.2pp | 68.0%+28.4pp | 69.6%+26.8pp |
| Annual return | 7.06% | -16.54%+23.6pp | -0.27%+7.3pp | 7.63%-0.6pp |
| Employer contribution / active EE | $4,201 | $1,563+168.7% | $2,647+58.7% | $2,381+76.4% |
| Participant deferral / active EE | $4,541 | $2,566+76.9% | $3,835+18.4% | $3,470+30.9% |
| Admin fee / account holder | $6,562 | $3,198+105.2% | $4,848+35.3% | $4,888+34.2% |