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 | $79,458 | $54,541+45.7% | $78,778+0.9% | $70,131+13.3% |
| Participation rate | 90.9% | 60.8%+30.1pp | 69.2%+21.7pp | 69.5%+21.4pp |
| Annual return | 19.04% | 21.07%-2.0pp | 35.62%-16.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $4,270 | $1,089+292.2% | $1,986+115.0% | $2,342+82.3% |
| Participant deferral / active EE | $2,858 | $2,210+29.3% | $2,958-3.4% | $3,332-14.2% |
| Admin fee / account holder | $923 | $3,709-75.1% | $5,134-82.0% | $4,645-80.1% |