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 | $80,419 | $54,762+46.9% | $90,281-10.9% | $72,985+10.2% |
| Participation rate | 98.4% | 65.1%+33.2pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 23.63% | 30.63%-7.0pp | 78.10%-54.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $9,397 | $2,092+349.1% | $2,854+229.2% | $2,440+285.2% |
| Participant deferral / active EE | $7,915 | $2,887+174.2% | $3,885+103.7% | $3,607+119.4% |
| Admin fee / account holder | $9,152 | $3,972+130.4% | $5,351+71.0% | $5,124+78.6% |