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 | $117,217 | $60,349+94.2% | $74,183+58.0% | $62,891+86.4% |
| Participation rate | 98.1% | 72.7%+25.4pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 5.93% | 21.37%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,165 | $1,680+207.4% | $2,370+117.9% | $2,281+126.5% |
| Participant deferral / active EE | $2,973 | $2,856+4.1% | $3,550-16.2% | $3,203-7.2% |
| Admin fee / account holder | $19,711 | $4,261+362.6% | $5,586+252.9% | $4,296+358.9% |