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 | $82,200 | $48,277+70.3% | $67,511+21.8% | $80,874+1.6% |
| Participation rate | 84.5% | 66.4%+18.1pp | 72.9%+11.6pp | 67.6%+16.9pp |
| Annual return | 14.49% | 18.27%-3.8pp | 3517.41%-3502.9pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,119 | $2,021+4.9% | $2,733-22.4% | $2,756-23.1% |
| Participant deferral / active EE | $5,436 | $2,926+85.8% | $4,000+35.9% | $4,297+26.5% |
| Admin fee / account holder | $5,436 | $3,687+47.4% | $3,999+35.9% | $6,935-21.6% |