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 | $97,634 | $71,050+37.4% | $93,606+4.3% | $80,856+20.7% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.6%+30.6pp |
| Annual return | 14.87% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $6,042 | $1,564+286.4% | $2,420+149.7% | $2,755+119.3% |
| Participant deferral / active EE | $8,275 | $4,034+105.2% | $4,411+87.6% | $4,296+92.6% |
| Admin fee / account holder | $3,625 | $6,945-47.8% | $8,285-56.2% | $6,918-47.6% |