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 | $109,705 | $68,719+59.6% | $91,541+19.8% | $84,808+29.4% |
| Participation rate | 81.4% | 64.5%+16.9pp | 69.8%+11.6pp | 68.3%+13.1pp |
| Annual return | 14.89% | 19.12%-4.2pp | 20.50%-5.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,072 | $1,920+60.0% | $2,505+22.7% | $2,631+16.8% |
| Participant deferral / active EE | $4,514 | $3,136+43.9% | $4,008+12.6% | $4,212+7.2% |
| Admin fee / account holder | $13,735 | $5,786+137.4% | $6,956+97.4% | $7,344+87.0% |