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 | $94,958 | $58,828+61.4% | $77,999+21.7% | $62,891+51.0% |
| Participation rate | 97.2% | 71.1%+26.2pp | 75.5%+21.7pp | 69.3%+27.9pp |
| Annual return | 6.53% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,401 | $1,672+43.6% | $2,470-2.8% | $2,281+5.3% |
| Participant deferral / active EE | $4,245 | $2,686+58.1% | $3,497+21.4% | $3,203+32.5% |
| Admin fee / account holder | $3,309 | $4,393-24.7% | $5,480-39.6% | $4,296-23.0% |