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 | $105,941 | $39,122+170.8% | $57,179+85.3% | $62,891+68.5% |
| Participation rate | 98.7% | 70.5%+28.2pp | 75.3%+23.4pp | 69.3%+29.4pp |
| Annual return | 6.87% | 9.23%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,310 | $1,874+76.6% | $2,682+23.4% | $2,281+45.1% |
| Participant deferral / active EE | $5,106 | $2,374+115.1% | $3,096+64.9% | $3,203+59.4% |
| Admin fee / account holder | $3,009 | $2,592+16.1% | $3,139-4.1% | $4,296-29.9% |