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 | $112,267 | $101,724+10.4% | $164,813-31.9% | $80,856+38.8% |
| Participation rate | 81.8% | 71.8%+10.0pp | 78.6%+3.2pp | 67.6%+14.2pp |
| Annual return | 14.03% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,877 | $2,953+65.1% | $4,341+12.4% | $2,755+77.0% |
| Participant deferral / active EE | $12,014 | $4,477+168.3% | $6,031+99.2% | $4,296+179.7% |
| Admin fee / account holder | $19,438 | $8,227+136.3% | $12,690+53.2% | $6,918+181.0% |