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 | $114,134 | $53,777+112.2% | $134,143-14.9% | $79,858+42.9% |
| Participation rate | 85.7% | 58.8%+26.9pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | 17.67% | 19.01%-1.3pp | 36.33%-18.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,342 | $1,321+77.2% | $3,704-36.8% | $2,471-5.2% |
| Participant deferral / active EE | $6,202 | $2,420+156.3% | $3,499+77.3% | $3,740+65.8% |
| Admin fee / account holder | $4,297 | $3,984+7.9% | $6,684-35.7% | $5,306-19.0% |