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 | $112,641 | $58,828+91.5% | $77,999+44.4% | $62,891+79.1% |
| Participation rate | 98.5% | 71.1%+27.4pp | 75.5%+23.0pp | 69.3%+29.2pp |
| Annual return | 7.42% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,598 | $1,672+115.3% | $2,470+45.7% | $2,281+57.8% |
| Participant deferral / active EE | $6,716 | $2,686+150.1% | $3,497+92.1% | $3,203+109.7% |
| Admin fee / account holder | $6,974 | $4,393+58.7% | $5,480+27.2% | $4,296+62.3% |