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 | $114,272 | $48,230+136.9% | $67,502+69.3% | $80,856+41.3% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.6%+24.7pp |
| Annual return | 14.33% | 18.28%-3.9pp | 3512.12%-3497.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,078 | $2,020+2.9% | $2,731-23.9% | $2,755-24.6% |
| Participant deferral / active EE | $6,177 | $2,924+111.3% | $4,000+54.4% | $4,296+43.8% |
| Admin fee / account holder | $3,529 | $3,681-4.1% | $3,998-11.7% | $6,918-49.0% |