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 | $117,081 | $81,460+43.7% | $103,333+13.3% | $80,856+44.8% |
| Participation rate | 91.2% | 66.8%+24.4pp | 74.5%+16.7pp | 67.6%+23.6pp |
| Annual return | 11.03% | 25.55%-14.5pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,745 | $3,105-11.6% | $3,868-29.0% | $2,755-0.4% |
| Participant deferral / active EE | $7,201 | $3,869+86.1% | $5,057+42.4% | $4,296+67.6% |
| Admin fee / account holder | $7,924 | $6,566+20.7% | $8,355-5.2% | $6,918+14.5% |