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 | $114,846 | $81,460+41.0% | $103,333+11.1% | $80,856+42.0% |
| Participation rate | 90.6% | 66.8%+23.7pp | 74.5%+16.1pp | 67.6%+22.9pp |
| Annual return | 22.94% | 25.55%-2.6pp | 24.88%-1.9pp | 35.59%-12.7pp |
| Employer contribution / active EE | $9,331 | $3,105+200.5% | $3,868+141.2% | $2,755+238.7% |
| Participant deferral / active EE | $3,695 | $3,869-4.5% | $5,057-26.9% | $4,296-14.0% |
| Admin fee / account holder | $2,731 | $6,566-58.4% | $8,355-67.3% | $6,918-60.5% |