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 | $83,970 | $57,354+46.4% | $83,848+0.1% | $64,186+30.8% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.1pp | 69.6%+18.7pp |
| Annual return | 10.90% | 11.38%-0.5pp | 850.88%-840.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $5,882 | $2,545+131.1% | $3,631+62.0% | $2,381+147.1% |
| Participant deferral / active EE | $1,354 | $2,993-54.8% | $4,082-66.8% | $3,470-61.0% |
| Admin fee / account holder | $3,225 | $4,046-20.3% | $5,478-41.1% | $4,888-34.0% |