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 | $117,775 | $86,929+35.5% | $102,423+15.0% | $80,856+45.7% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.3pp |
| Annual return | 14.47% | 18.88%-4.4pp | 29.32%-14.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,316 | $2,369+39.9% | $3,023+9.7% | $2,755+20.4% |
| Participant deferral / active EE | $9,304 | $4,118+125.9% | $5,053+84.1% | $4,296+116.6% |
| Admin fee / account holder | $2,216 | $8,049-72.5% | $9,451-76.5% | $6,918-68.0% |