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 | $162,677 | $86,929+87.1% | $102,423+58.8% | $80,856+101.2% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.6%+30.8pp |
| Annual return | 12.99% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,742 | $2,369+15.7% | $3,023-9.3% | $2,755-0.5% |
| Participant deferral / active EE | $8,842 | $4,118+114.7% | $5,053+75.0% | $4,296+105.8% |
| Admin fee / account holder | $34,129 | $8,049+324.0% | $9,451+261.1% | $6,918+393.3% |