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 | $92,587 | $77,503+19.5% | $100,391-7.8% | $80,856+14.5% |
| Participation rate | 97.7% | 76.9%+20.8pp | 81.5%+16.2pp | 67.6%+30.1pp |
| Annual return | 19.38% | 37.20%-17.8pp | 49.20%-29.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $5,361 | $2,801+91.4% | $3,942+36.0% | $2,755+94.6% |
| Participant deferral / active EE | $16,569 | $6,820+142.9% | $8,082+105.0% | $4,296+285.7% |
| Admin fee / account holder | $13,416 | $5,897+127.5% | $7,899+69.8% | $6,918+93.9% |