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 | $97,158 | $54,541+78.1% | $78,778+23.3% | $70,131+38.5% |
| Participation rate | 77.8% | 60.8%+17.0pp | 69.2%+8.6pp | 69.5%+8.2pp |
| Annual return | 14.09% | 21.07%-7.0pp | 35.62%-21.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $4,350 | $1,089+299.6% | $1,986+119.1% | $2,342+85.7% |
| Participant deferral / active EE | $3,916 | $2,210+77.2% | $2,958+32.4% | $3,332+17.5% |
| Admin fee / account holder | $34,795 | $3,709+838.2% | $5,134+577.8% | $4,645+649.0% |