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 | $123,405 | $95,803+28.8% | $113,168+9.0% | $84,808+45.5% |
| Participation rate | 82.2% | 72.9%+9.4pp | 76.6%+5.7pp | 68.3%+13.9pp |
| Annual return | 12.71% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,332 | $2,360-1.2% | $2,975-21.6% | $2,631-11.3% |
| Participant deferral / active EE | $6,366 | $4,242+50.1% | $5,107+24.7% | $4,212+51.2% |
| Admin fee / account holder | $33,222 | $8,989+269.6% | $12,068+175.3% | $7,344+352.4% |