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 | $117,735 | $67,606+74.1% | $82,313+43.0% | $70,131+67.9% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 21.82% | 21.57%+0.3pp | 25.88%-4.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $2,067 | $1,755+17.8% | $2,428-14.9% | $2,342-11.8% |
| Participant deferral / active EE | $6,010 | $2,987+101.2% | $3,706+62.2% | $3,332+80.4% |
| Admin fee / account holder | $20,406 | $4,512+352.3% | $5,608+263.9% | $4,645+339.3% |