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 | $111,259 | $87,013+27.9% | $106,213+4.8% | $80,856+37.6% |
| Participation rate | 88.6% | 70.4%+18.1pp | 75.3%+13.3pp | 67.6%+20.9pp |
| Annual return | 15.52% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,374 | $2,395+82.6% | $3,171+37.9% | $2,755+58.8% |
| Participant deferral / active EE | $5,968 | $3,986+49.7% | $5,016+19.0% | $4,296+38.9% |
| Admin fee / account holder | $15,302 | $8,431+81.5% | $11,033+38.7% | $6,918+121.2% |