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 | $116,694 | $86,929+34.2% | $102,423+13.9% | $80,856+44.3% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.3pp | 67.6%+30.2pp |
| Annual return | 11.47% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,212 | $2,369-6.7% | $3,023-26.9% | $2,755-19.7% |
| Participant deferral / active EE | $9,153 | $4,118+122.2% | $5,053+81.1% | $4,296+113.1% |
| Admin fee / account holder | $22,929 | $8,049+184.9% | $9,451+142.6% | $6,918+231.4% |