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 | $101,016 | $81,460+24.0% | $103,333-2.2% | $80,856+24.9% |
| Participation rate | 95.2% | 66.8%+28.4pp | 74.5%+20.7pp | 67.6%+27.6pp |
| Annual return | 22.60% | 25.55%-2.9pp | 24.88%-2.3pp | 35.59%-13.0pp |
| Employer contribution / active EE | $5,469 | $3,105+76.1% | $3,868+41.4% | $2,755+98.5% |
| Participant deferral / active EE | $7,556 | $3,869+95.3% | $5,057+49.4% | $4,296+75.9% |
| Admin fee / account holder | $28,166 | $6,566+328.9% | $8,355+237.1% | $6,918+307.1% |