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 | $95,821 | $56,897+68.4% | $84,750+13.1% | $62,891+52.4% |
| Participation rate | 90.4% | 68.5%+21.8pp | 76.6%+13.8pp | 69.3%+21.1pp |
| Annual return | 10.23% | 6.30%+3.9pp | 22.78%-12.6pp | 20.14%-9.9pp |
| Employer contribution / active EE | $5,696 | $2,400+137.4% | $3,574+59.4% | $2,281+149.7% |
| Participant deferral / active EE | $11,446 | $2,709+322.5% | $3,712+208.4% | $3,203+257.4% |
| Admin fee / account holder | $5,344 | $3,581+49.2% | $5,332+0.2% | $4,296+24.4% |