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 | $102,837 | $60,349+70.4% | $74,183+38.6% | $62,891+63.5% |
| Participation rate | 91.1% | 72.7%+18.4pp | 76.6%+14.5pp | 69.3%+21.8pp |
| Annual return | 6.83% | 21.37%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,556 | $1,680+230.7% | $2,370+134.4% | $2,281+143.6% |
| Participant deferral / active EE | $5,336 | $2,856+86.8% | $3,550+50.3% | $3,203+66.6% |
| Admin fee / account holder | $2,450 | $4,261-42.5% | $5,586-56.1% | $4,296-43.0% |