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 | $103,029 | $78,422+31.4% | $95,952+7.4% | $79,858+29.0% |
| Participation rate | 93.6% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+24.0pp |
| Annual return | 12.34% | 19.37%-7.0pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,414 | $1,945+24.1% | $2,541-5.0% | $2,471-2.3% |
| Participant deferral / active EE | $7,724 | $3,440+124.5% | $4,167+85.4% | $3,740+106.5% |
| Admin fee / account holder | $18,590 | $5,622+230.7% | $6,795+173.6% | $5,306+250.3% |