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 | $116,575 | $81,460+43.1% | $103,333+12.8% | $80,856+44.2% |
| Participation rate | 92.7% | 66.8%+25.8pp | 74.5%+18.2pp | 67.6%+25.0pp |
| Annual return | 11.65% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $10,515 | $3,105+238.6% | $3,868+171.9% | $2,755+281.7% |
| Participant deferral / active EE | $2,186 | $3,869-43.5% | $5,057-56.8% | $4,296-49.1% |
| Admin fee / account holder | $10,736 | $6,566+63.5% | $8,355+28.5% | $6,918+55.2% |