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 | $83,412 | $76,552+9.0% | $123,892-32.7% | $62,891+32.6% |
| Participation rate | 95.8% | 73.0%+22.9pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 17.06% | 18.68%-1.6pp | 47.52%-30.5pp | 20.14%-3.1pp |
| Employer contribution / active EE | $5,812 | $2,883+101.6% | $4,617+25.9% | $2,281+154.8% |
| Participant deferral / active EE | $12,516 | $4,840+158.6% | $5,984+109.1% | $3,203+290.8% |
| Admin fee / account holder | $9,821 | $4,826+103.5% | $8,357+17.5% | $4,296+128.6% |