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 | $107,319 | $56,897+88.6% | $84,750+26.6% | $62,891+70.6% |
| Participation rate | 93.5% | 68.5%+25.0pp | 76.6%+17.0pp | 69.3%+24.2pp |
| Annual return | 8.34% | 6.30%+2.0pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,564 | $2,400+48.5% | $3,574-0.3% | $2,281+56.2% |
| Participant deferral / active EE | $9,334 | $2,709+244.5% | $3,712+151.5% | $3,203+191.4% |
| Admin fee / account holder | $4,488 | $3,581+25.3% | $5,332-15.8% | $4,296+4.5% |