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 | $111,984 | $81,460+37.5% | $103,333+8.4% | $80,856+38.5% |
| Participation rate | 98.5% | 66.8%+31.7pp | 74.5%+24.0pp | 67.6%+30.9pp |
| Annual return | 14.86% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $11,378 | $3,105+266.4% | $3,868+194.2% | $2,755+313.0% |
| Participant deferral / active EE | $6,667 | $3,869+72.3% | $5,057+31.8% | $4,296+55.2% |
| Admin fee / account holder | $5,219 | $6,566-20.5% | $8,355-37.5% | $6,918-24.6% |