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 | $116,524 | $86,929+34.0% | $102,423+13.8% | $80,856+44.1% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.5pp |
| Annual return | 18.94% | 18.88%+0.1pp | 29.32%-10.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,684 | $2,369+13.3% | $3,023-11.2% | $2,755-2.6% |
| Participant deferral / active EE | $8,106 | $4,118+96.8% | $5,053+60.4% | $4,296+88.7% |
| Admin fee / account holder | $4,974 | $8,049-38.2% | $9,451-47.4% | $6,918-28.1% |