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 | $109,070 | $83,337+30.9% | $67,834+60.8% | $273,961-60.2% |
| Participation rate | 94.7% | 76.4%+18.3pp | 68.8%+25.9pp | 83.0%+11.7pp |
| Annual return | 7.03% | 259.45%-252.4pp | 138.47%-131.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $8,432 | $3,287+156.5% | $2,403+250.9% | $4,869+73.2% |
| Participant deferral / active EE | $5,325 | $4,088+30.3% | $3,160+68.5% | $5,287+0.7% |
| Admin fee / account holder | $8,823 | $6,752+30.7% | $4,622+90.9% | $10,132-12.9% |