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 | $116,585 | $58,828+98.2% | $77,999+49.5% | $62,891+85.4% |
| Participation rate | 89.7% | 71.1%+18.7pp | 75.5%+14.2pp | 69.3%+20.4pp |
| Annual return | 8.25% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,730 | $1,672+63.3% | $2,470+10.5% | $2,281+19.7% |
| Participant deferral / active EE | $5,131 | $2,686+91.1% | $3,497+46.7% | $3,203+60.2% |
| Admin fee / account holder | $2,366 | $4,393-46.1% | $5,480-56.8% | $4,296-44.9% |