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 | $103,370 | $60,022+72.2% | $88,946+16.2% | $84,808+21.9% |
| Participation rate | 96.9% | 57.8%+39.0pp | 68.8%+28.0pp | 68.3%+28.6pp |
| Annual return | 17.63% | 22.43%-4.8pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,869 | $1,703+186.0% | $2,555+90.6% | $2,631+85.1% |
| Participant deferral / active EE | $4,875 | $3,114+56.6% | $4,581+6.4% | $4,212+15.7% |
| Admin fee / account holder | $15,332 | $4,811+218.7% | $8,261+85.6% | $7,344+108.8% |