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 | $116,669 | $81,460+43.2% | $103,333+12.9% | $80,856+44.3% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 12.95% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $6,246 | $3,105+101.2% | $3,868+61.5% | $2,755+126.7% |
| Participant deferral / active EE | $7,562 | $3,869+95.5% | $5,057+49.5% | $4,296+76.0% |
| Admin fee / account holder | $71,242 | $6,566+984.9% | $8,355+752.7% | $6,918+929.8% |