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 | $97,519 | $48,046+103.0% | $84,611+15.3% | $72,985+33.6% |
| Participation rate | 94.4% | 57.6%+36.9pp | 68.2%+26.2pp | 69.5%+25.0pp |
| Annual return | 21.32% | 37.38%-16.1pp | 258.74%-237.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,304 | $1,602+106.3% | $2,652+24.6% | $2,440+35.4% |
| Participant deferral / active EE | $5,725 | $2,680+113.6% | $3,899+46.8% | $3,607+58.7% |
| Admin fee / account holder | $773 | $3,395-77.2% | $4,912-84.3% | $5,124-84.9% |