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 | $111,977 | $76,367+46.6% | $93,606+19.6% | $72,985+53.4% |
| Participation rate | 87.9% | 71.7%+16.1pp | 75.8%+12.1pp | 69.5%+18.4pp |
| Annual return | 26.38% | 25.82%+0.6pp | 32.76%-6.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $3,429 | $2,275+50.7% | $2,718+26.2% | $2,440+40.6% |
| Participant deferral / active EE | $7,123 | $3,538+101.3% | $4,069+75.1% | $3,607+97.4% |
| Admin fee / account holder | $408 | $6,838-94.0% | $7,888-94.8% | $5,124-92.0% |