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 | $96,132 | $54,762+75.5% | $90,281+6.5% | $72,985+31.7% |
| Participation rate | 92.8% | 65.1%+27.6pp | 73.3%+19.5pp | 69.5%+23.3pp |
| Annual return | 23.15% | 30.63%-7.5pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,777 | $2,092+32.7% | $2,854-2.7% | $2,440+13.8% |
| Participant deferral / active EE | $5,863 | $2,887+103.1% | $3,885+50.9% | $3,607+62.5% |
| Admin fee / account holder | $3,122 | $3,972-21.4% | $5,351-41.7% | $5,124-39.1% |