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 | $83,161 | $54,762+51.9% | $90,281-7.9% | $72,985+13.9% |
| Participation rate | 80.8% | 65.1%+15.6pp | 73.3%+7.5pp | 69.5%+11.3pp |
| Annual return | 22.70% | 30.63%-7.9pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $5,549 | $2,092+165.2% | $2,854+94.4% | $2,440+127.4% |
| Participant deferral / active EE | $5,538 | $2,887+91.8% | $3,885+42.5% | $3,607+53.5% |
| Admin fee / account holder | $13,782 | $3,972+247.0% | $5,351+157.6% | $5,124+169.0% |