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 | $115,111 | $77,634+48.3% | $156,549-26.5% | $62,891+83.0% |
| Participation rate | 85.1% | 71.2%+13.9pp | 84.0%+1.1pp | 69.3%+15.8pp |
| Annual return | 9.91% | 50.32%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $7,567 | $3,444+119.7% | $5,501+37.6% | $2,281+231.8% |
| Participant deferral / active EE | $5,891 | $3,045+93.4% | $4,871+20.9% | $3,203+83.9% |
| Admin fee / account holder | $6,921 | $5,561+24.5% | $13,027-46.9% | $4,296+61.1% |