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 | $107,859 | $91,407+18.0% | $135,903-20.6% | $71,457+50.9% |
| Participation rate | 72.0% | 75.7%-3.6pp | 81.9%-9.9pp | 67.9%+4.1pp |
| Annual return | 17.05% | 29.90%-12.8pp | 68.23%-51.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $5,287 | $3,703+42.8% | $4,856+8.9% | $2,588+104.3% |
| Participant deferral / active EE | $4,137 | $7,092-41.7% | $7,758-46.7% | $4,289-3.5% |
| Admin fee / account holder | $9,961 | $1,266+686.9% | $10,762-7.4% | $1,587+527.5% |