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 | $71,034 | $58,828+20.7% | $77,999-8.9% | $62,891+12.9% |
| Participation rate | 87.8% | 71.1%+16.7pp | 75.5%+12.2pp | 69.3%+18.4pp |
| Annual return | 6.33% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,952 | $1,672+76.6% | $2,470+19.5% | $2,281+29.4% |
| Participant deferral / active EE | $5,464 | $2,686+103.5% | $3,497+56.3% | $3,203+70.6% |
| Admin fee / account holder | $7,667 | $4,393+74.5% | $5,480+39.9% | $4,296+78.5% |