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 | $92,211 | $58,828+56.7% | $77,999+18.2% | $62,891+46.6% |
| Participation rate | 97.8% | 71.1%+26.7pp | 75.5%+22.3pp | 69.3%+28.5pp |
| Annual return | 7.20% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $8,096 | $1,672+384.3% | $2,470+227.8% | $2,281+254.9% |
| Participant deferral / active EE | $10,305 | $2,686+283.7% | $3,497+194.7% | $3,203+221.7% |
| Admin fee / account holder | $2,215 | $4,393-49.6% | $5,480-59.6% | $4,296-48.4% |