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 | $109,575 | $59,839+83.1% | $81,983+33.7% | $79,858+37.2% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.2%+10.8pp | 69.6%+10.4pp |
| Annual return | 17.77% | 17.56%+0.2pp | 41.31%-23.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,077 | $1,713+21.2% | $2,498-16.8% | $2,471-15.9% |
| Participant deferral / active EE | $5,629 | $2,695+108.9% | $3,722+51.2% | $3,740+50.5% |
| Admin fee / account holder | $8,480 | $4,287+97.8% | $5,664+49.7% | $5,306+59.8% |