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 | $110,501 | $81,460+35.7% | $103,333+6.9% | $80,856+36.7% |
| Participation rate | 94.0% | 66.8%+27.2pp | 74.5%+19.5pp | 67.6%+26.4pp |
| Annual return | 12.83% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $18,988 | $3,105+511.5% | $3,868+390.9% | $2,755+589.3% |
| Participant deferral / active EE | $4,013 | $3,869+3.7% | $5,057-20.7% | $4,296-6.6% |
| Admin fee / account holder | $35,676 | $6,566+443.3% | $8,355+327.0% | $6,918+415.7% |