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 | $115,318 | $95,453+20.8% | $112,040+2.9% | $82,448+39.9% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 13.99% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,888 | $2,318-18.6% | $2,954-36.1% | $2,551-26.0% |
| Participant deferral / active EE | $5,522 | $4,224+30.7% | $5,098+8.3% | $4,139+33.4% |
| Admin fee / account holder | $55,256 | $9,013+513.0% | $12,098+356.7% | $7,234+663.8% |