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 | $104,581 | $80,673+29.6% | $101,326+3.2% | $84,808+23.3% |
| Participation rate | 84.6% | 77.8%+6.8pp | 81.5%+3.1pp | 68.3%+16.3pp |
| Annual return | 18.72% | 38.95%-20.2pp | 36.82%-18.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,660 | $2,698+35.7% | $3,665-0.1% | $2,631+39.1% |
| Participant deferral / active EE | $9,016 | $6,840+31.8% | $7,994+12.8% | $4,212+114.1% |
| Admin fee / account holder | $1,405 | $12,784-89.0% | $11,185-87.4% | $7,344-80.9% |