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 | $73,935 | $54,762+35.0% | $90,281-18.1% | $72,985+1.3% |
| Participation rate | 92.3% | 65.1%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 27.37% | 30.63%-3.3pp | 78.10%-50.7pp | 81.00%-53.6pp |
| Employer contribution / active EE | $5,637 | $2,092+169.4% | $2,854+97.5% | $2,440+131.1% |
| Participant deferral / active EE | $8,219 | $2,887+184.7% | $3,885+111.5% | $3,607+127.8% |
| Admin fee / account holder | $2,509 | $3,972-36.8% | $5,351-53.1% | $5,124-51.0% |