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 | $116,292 | $109,359+6.3% | $162,163-28.3% | $72,985+59.3% |
| Participation rate | 96.4% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+26.9pp |
| Annual return | 24.34% | 25.46%-1.1pp | 115.59%-91.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $9,097 | $3,907+132.8% | $5,614+62.1% | $2,440+272.9% |
| Participant deferral / active EE | $6,720 | $5,481+22.6% | $7,298-7.9% | $3,607+86.3% |
| Admin fee / account holder | $33,668 | $7,972+322.3% | $10,843+210.5% | $5,124+557.0% |