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 | $110,284 | $81,460+35.4% | $103,333+6.7% | $80,856+36.4% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 13.46% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $17,179 | $3,105+453.2% | $3,868+344.1% | $2,755+523.6% |
| Participant deferral / active EE | $6,200 | $3,869+60.3% | $5,057+22.6% | $4,296+44.3% |
| Admin fee / account holder | $5,962 | $6,566-9.2% | $8,355-28.6% | $6,918-13.8% |