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 | $87,049 | $58,851+47.9% | $115,157-24.4% | $72,985+19.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 22.78% | 23.16%-0.4pp | 35.60%-12.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,207 | $1,798+22.8% | $3,179-30.6% | $2,440-9.5% |
| Participant deferral / active EE | $3,515 | $2,643+33.0% | $4,168-15.7% | $3,607-2.6% |
| Admin fee / account holder | $7,458 | $6,370+17.1% | $7,088+5.2% | $5,124+45.5% |