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 | $110,852 | $78,520+41.2% | $96,576+14.8% | $82,448+34.5% |
| Participation rate | 77.8% | 77.7%0pp | 81.4%-3.7pp | 68.1%+9.7pp |
| Annual return | 18.44% | 41.30%-22.9pp | 38.47%-20.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,104 | $2,630+94.1% | $3,553+43.7% | $2,551+100.1% |
| Participant deferral / active EE | $8,978 | $6,754+32.9% | $7,956+12.8% | $4,139+116.9% |
| Admin fee / account holder | $11,723 | $13,455-12.9% | $11,381+3.0% | $7,234+62.0% |