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 | $113,021 | $86,929+30.0% | $102,423+10.3% | $80,856+39.8% |
| Participation rate | 90.4% | 72.4%+18.0pp | 76.5%+13.9pp | 67.6%+22.7pp |
| Annual return | 10.51% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $8,736 | $2,369+268.7% | $3,023+188.9% | $2,755+217.1% |
| Participant deferral / active EE | $6,183 | $4,118+50.1% | $5,053+22.4% | $4,296+43.9% |
| Admin fee / account holder | $47,756 | $8,049+493.3% | $9,451+405.3% | $6,918+590.3% |