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 | $84,097 | $64,909+29.6% | $82,313+2.2% | $62,292+35.0% |
| Participation rate | 99.3% | 74.9%+24.4pp | 76.9%+22.4pp | 69.5%+29.8pp |
| Annual return | 163.27% | 21.18%+142.1pp | 25.88%+137.4pp | 28.90%+134.4pp |
| Employer contribution / active EE | $3,078 | $1,676+83.7% | $2,428+26.8% | $2,042+50.7% |
| Participant deferral / active EE | $7,983 | $3,103+157.2% | $3,706+115.4% | $3,169+151.9% |
| Admin fee / account holder | $9,227 | $440+1998.9% | $5,608+64.5% | $479+1824.9% |