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 | $93,109 | $54,762+70.0% | $90,281+3.1% | $72,985+27.6% |
| Participation rate | 98.3% | 65.1%+33.2pp | 73.3%+25.0pp | 69.5%+28.8pp |
| Annual return | 18.74% | 30.63%-11.9pp | 78.10%-59.4pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,200 | $2,092+52.9% | $2,854+12.1% | $2,440+31.2% |
| Participant deferral / active EE | $5,413 | $2,887+87.5% | $3,885+39.3% | $3,607+50.1% |
| Admin fee / account holder | $10,544 | $3,972+165.4% | $5,351+97.0% | $5,124+105.8% |