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 | $102,913 | $77,523+32.8% | $100,383+2.5% | $80,874+27.3% |
| Participation rate | 80.0% | 77.0%+3.0pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 13.63% | 37.21%-23.6pp | 49.26%-35.6pp | 35.62%-22.0pp |
| Employer contribution / active EE | $4,336 | $2,801+54.8% | $3,944+9.9% | $2,756+57.3% |
| Participant deferral / active EE | $10,451 | $6,822+53.2% | $8,086+29.3% | $4,297+143.2% |
| Admin fee / account holder | $2,673 | $5,899-54.7% | $7,900-66.2% | $6,935-61.5% |