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 | $110,131 | $60,349+82.5% | $74,183+48.5% | $62,891+75.1% |
| Participation rate | 97.4% | 72.7%+24.7pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 6.31% | 21.37%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,688 | $1,680+119.5% | $2,370+55.6% | $2,281+61.7% |
| Participant deferral / active EE | $3,916 | $2,856+37.1% | $3,550+10.3% | $3,203+22.3% |
| Admin fee / account holder | $19,165 | $4,261+349.8% | $5,586+243.1% | $4,296+346.2% |