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 | $99,851 | $64,480+54.9% | $81,382+22.7% | $80,856+23.5% |
| Participation rate | 84.9% | 63.9%+21.1pp | 69.5%+15.5pp | 67.6%+17.3pp |
| Annual return | 25.38% | 16.34%+9.0pp | 24.73%+0.6pp | 35.59%-10.2pp |
| Employer contribution / active EE | $6,500 | $1,978+228.5% | $2,463+163.9% | $2,755+135.9% |
| Participant deferral / active EE | $10,226 | $3,094+230.6% | $3,883+163.4% | $4,296+138.1% |
| Admin fee / account holder | $8,119 | $5,671+43.2% | $5,768+40.8% | $6,918+17.4% |