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 | $90,238 | $39,122+130.7% | $57,179+57.8% | $62,891+43.5% |
| Participation rate | 96.3% | 70.5%+25.8pp | 75.3%+21.0pp | 69.3%+27.0pp |
| Annual return | 5.93% | 9.23%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,659 | $1,874+148.6% | $2,682+73.7% | $2,281+104.3% |
| Participant deferral / active EE | $3,737 | $2,374+57.4% | $3,096+20.7% | $3,203+16.7% |
| Admin fee / account holder | $3,519 | $2,592+35.8% | $3,139+12.1% | $4,296-18.1% |