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 | $111,674 | $48,076+132.3% | $78,689+41.9% | $62,891+77.6% |
| Participation rate | 89.5% | 65.2%+24.3pp | 73.6%+15.9pp | 69.3%+20.2pp |
| Annual return | 7.37% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $7,221 | $2,015+258.4% | $2,851+153.3% | $2,281+216.6% |
| Participant deferral / active EE | $3,043 | $2,588+17.6% | $3,517-13.5% | $3,203-5.0% |
| Admin fee / account holder | $1,040 | $3,207-67.6% | $4,510-76.9% | $4,296-75.8% |