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 | $106,131 | $60,349+75.9% | $74,183+43.1% | $62,891+68.8% |
| Participation rate | 90.3% | 72.7%+17.6pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 7.50% | 21.37%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,589 | $1,680-5.4% | $2,370-32.9% | $2,281-30.3% |
| Participant deferral / active EE | $7,776 | $2,856+172.2% | $3,550+119.1% | $3,203+142.8% |
| Admin fee / account holder | $7,537 | $4,261+76.9% | $5,586+34.9% | $4,296+75.5% |