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 | $110,615 | $91,407+21.0% | $135,903-18.6% | $71,457+54.8% |
| Participation rate | 86.6% | 75.7%+10.9pp | 81.9%+4.7pp | 67.9%+18.6pp |
| Annual return | 22.10% | 29.90%-7.8pp | 68.23%-46.1pp | 28.85%-6.7pp |
| Employer contribution / active EE | $3,703 | $3,7030% | $4,856-23.7% | $2,588+43.1% |
| Participant deferral / active EE | $11,255 | $7,092+58.7% | $7,758+45.1% | $4,289+162.4% |
| Admin fee / account holder | $2,521 | $1,266+99.2% | $10,762-76.6% | $1,587+58.8% |