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 | $105,628 | $81,446+29.7% | $103,374+2.2% | $80,874+30.6% |
| Participation rate | 90.3% | 66.9%+23.4pp | 74.5%+15.8pp | 67.6%+22.6pp |
| Annual return | 12.55% | 25.57%-13.0pp | 24.89%-12.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $4,695 | $3,107+51.1% | $3,869+21.3% | $2,756+70.4% |
| Participant deferral / active EE | $5,660 | $3,870+46.3% | $5,058+11.9% | $4,297+31.7% |
| Admin fee / account holder | $4,516 | $6,715-32.7% | $8,394-46.2% | $6,935-34.9% |