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 | $101,158 | $58,828+72.0% | $77,999+29.7% | $62,891+60.8% |
| Participation rate | 95.9% | 71.1%+24.9pp | 75.5%+20.4pp | 69.3%+26.6pp |
| Annual return | 6.61% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,915 | $1,672+74.4% | $2,470+18.0% | $2,281+27.8% |
| Participant deferral / active EE | $3,241 | $2,686+20.7% | $3,497-7.3% | $3,203+1.2% |
| Admin fee / account holder | $2,790 | $4,393-36.5% | $5,480-49.1% | $4,296-35.0% |