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 | $115,881 | $67,606+71.4% | $82,313+40.8% | $70,131+65.2% |
| Participation rate | 86.4% | 72.8%+13.7pp | 76.9%+9.5pp | 69.5%+16.9pp |
| Annual return | 18.34% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,278 | $1,755+29.8% | $2,428-6.2% | $2,342-2.8% |
| Participant deferral / active EE | $5,165 | $2,987+72.9% | $3,706+39.4% | $3,332+55.0% |
| Admin fee / account holder | $793 | $4,512-82.4% | $5,608-85.9% | $4,645-82.9% |