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 | $121,459 | $76,000+59.8% | $154,107-21.2% | $64,186+89.2% |
| Participation rate | 94.5% | 70.4%+24.1pp | 83.0%+11.5pp | 69.6%+25.0pp |
| Annual return | 9.34% | 30.32%-21.0pp | 735.12%-725.8pp | 7.63%+1.7pp |
| Employer contribution / active EE | $4,323 | $3,351+29.0% | $5,298-18.4% | $2,381+81.6% |
| Participant deferral / active EE | $4,507 | $3,175+42.0% | $5,081-11.3% | $3,470+29.9% |
| Admin fee / account holder | $4,498 | $5,596-19.6% | $13,411-66.5% | $4,888-8.0% |