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 | $94,548 | $72,277+30.8% | $101,248-6.6% | $79,858+18.4% |
| Participation rate | 97.8% | 68.5%+29.4pp | 75.8%+22.0pp | 69.6%+28.2pp |
| Annual return | 21.06% | 22.30%-1.2pp | 46.47%-25.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $3,538 | $2,692+31.4% | $3,660-3.3% | $2,471+43.2% |
| Participant deferral / active EE | $5,757 | $3,282+75.4% | $4,370+31.7% | $3,740+53.9% |
| Admin fee / account holder | $3,774 | $4,400-14.2% | $5,945-36.5% | $5,306-28.9% |