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 | $110,698 | $81,460+35.9% | $103,333+7.1% | $80,856+36.9% |
| Participation rate | 98.9% | 66.8%+32.1pp | 74.5%+24.4pp | 67.6%+31.3pp |
| Annual return | 14.00% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,505 | $3,105-19.3% | $3,868-35.2% | $2,755-9.1% |
| Participant deferral / active EE | $4,584 | $3,869+18.5% | $5,057-9.4% | $4,296+6.7% |
| Admin fee / account holder | $328 | $6,566-95.0% | $8,355-96.1% | $6,918-95.3% |