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 | $114,437 | $72,177+58.6% | $115,037-0.5% | $59,632+91.9% |
| Participation rate | 77.4% | 72.6%+4.9pp | 81.4%-3.9pp | 68.7%+8.7pp |
| Annual return | 14.00% | 12.02%+2.0pp | 26.14%-12.1pp | 2041.28%-2027.3pp |
| Employer contribution / active EE | $3,045 | $2,841+7.2% | $4,608-33.9% | $2,203+38.2% |
| Participant deferral / active EE | $10,614 | $4,783+121.9% | $6,026+76.1% | $3,192+232.6% |
| Admin fee / account holder | $1,919 | $4,927-61.1% | $8,175-76.5% | $4,297-55.3% |