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 | $93,692 | $58,828+59.3% | $77,999+20.1% | $62,891+49.0% |
| Participation rate | 95.4% | 71.1%+24.3pp | 75.5%+19.9pp | 69.3%+26.1pp |
| Annual return | 8.43% | 17.16%-8.7pp | 425.96%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,198 | $1,672+31.5% | $2,470-11.0% | $2,281-3.6% |
| Participant deferral / active EE | $6,121 | $2,686+127.9% | $3,497+75.0% | $3,203+91.1% |
| Admin fee / account holder | $5,342 | $4,393+21.6% | $5,480-2.5% | $4,296+24.4% |