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 8-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 | $106,870 | $69,454+53.9% | $180,183-40.7% | $74,304+43.8% |
| Participation rate | 80.8% | 61.8%+19.0pp | 77.4%+3.3pp | 60.3%+20.4pp |
| Annual return | 20.48% | 25.86%-5.4pp | 27.86%-7.4pp | 29.43%-9.0pp |
| Employer contribution / active EE | $6,519 | $3,155+106.6% | $5,039+29.4% | $2,241+190.9% |
| Participant deferral / active EE | $10,798 | $4,662+131.6% | $6,822+58.3% | $3,767+186.6% |
| Admin fee / account holder | $3,667 | $3,036+20.8% | $19,975-81.6% | $2,969+23.5% |