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 | $108,722 | $71,050+53.0% | $93,606+16.1% | $80,856+34.5% |
| Participation rate | 89.6% | 60.4%+29.2pp | 68.7%+20.9pp | 67.6%+21.9pp |
| Annual return | 11.30% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,121 | $1,564-28.3% | $2,420-53.7% | $2,755-59.3% |
| Participant deferral / active EE | $6,247 | $4,034+54.9% | $4,411+41.6% | $4,296+45.4% |
| Admin fee / account holder | $8,254 | $6,945+18.9% | $8,285-0.4% | $6,918+19.3% |