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 | $113,699 | $81,460+39.6% | $103,333+10.0% | $80,856+40.6% |
| Participation rate | 79.4% | 66.8%+12.6pp | 74.5%+4.9pp | 67.6%+11.8pp |
| Annual return | 13.79% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $10,930 | $3,105+252.0% | $3,868+182.6% | $2,755+296.7% |
| Participant deferral / active EE | $5,031 | $3,869+30.0% | $5,057-0.5% | $4,296+17.1% |
| Admin fee / account holder | $24,266 | $6,566+269.5% | $8,355+190.4% | $6,918+250.8% |