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 | $119,836 | $54,762+118.8% | $90,281+32.7% | $72,985+64.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.38% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $4,401 | $2,092+110.3% | $2,854+54.2% | $2,440+80.4% |
| Participant deferral / active EE | $6,218 | $2,887+115.4% | $3,885+60.0% | $3,607+72.4% |
| Admin fee / account holder | $10,016 | $3,972+152.2% | $5,351+87.2% | $5,124+95.5% |