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 | $109,104 | $72,277+51.0% | $101,248+7.8% | $79,858+36.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.30% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,865 | $2,692+80.7% | $3,660+32.9% | $2,471+96.9% |
| Participant deferral / active EE | $4,624 | $3,282+40.9% | $4,370+5.8% | $3,740+23.6% |
| Admin fee / account holder | $6,775 | $4,400+54.0% | $5,945+13.9% | $5,306+27.7% |