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 | $91,428 | $48,364+89.0% | $71,796+27.3% | $62,891+45.4% |
| Participation rate | 80.4% | 60.6%+19.8pp | 69.1%+11.3pp | 69.3%+11.1pp |
| Annual return | 7.00% | 13.16%-6.2pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,906 | $1,042+179.0% | $1,924+51.0% | $2,281+27.4% |
| Participant deferral / active EE | $3,183 | $2,091+52.2% | $2,794+13.9% | $3,203-0.6% |
| Admin fee / account holder | $4,899 | $3,771+29.9% | $4,815+1.8% | $4,296+14.1% |