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 | $106,787 | $60,349+76.9% | $74,183+44.0% | $62,891+69.8% |
| Participation rate | 94.3% | 72.7%+21.6pp | 76.6%+17.7pp | 69.3%+25.0pp |
| Annual return | 7.29% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,655 | $1,680+117.6% | $2,370+54.2% | $2,281+60.3% |
| Participant deferral / active EE | $3,930 | $2,856+37.6% | $3,550+10.7% | $3,203+22.7% |
| Admin fee / account holder | $3,563 | $4,261-16.4% | $5,586-36.2% | $4,296-17.1% |