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 | $111,101 | $81,460+36.4% | $103,333+7.5% | $80,856+37.4% |
| Participation rate | 76.7% | 66.8%+9.9pp | 74.5%+2.2pp | 67.6%+9.1pp |
| Annual return | 13.23% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,298 | $3,105+38.4% | $3,868+11.1% | $2,755+56.0% |
| Participant deferral / active EE | $6,783 | $3,869+75.3% | $5,057+34.1% | $4,296+57.9% |
| Admin fee / account holder | $5,276 | $6,566-19.7% | $8,355-36.9% | $6,918-23.7% |