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 | $90,369 | $53,127+70.1% | $86,590+4.4% | $70,131+28.9% |
| Participation rate | 72.7% | 65.3%+7.4pp | 73.5%-0.8pp | 69.5%+3.2pp |
| Annual return | 21.23% | 27.66%-6.4pp | 964.84%-943.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,428 | $2,068+17.4% | $2,839-14.5% | $2,342+3.6% |
| Participant deferral / active EE | $4,455 | $2,696+65.3% | $3,609+23.5% | $3,332+33.7% |
| Admin fee / account holder | $2,837 | $3,585-20.9% | $4,906-42.2% | $4,645-38.9% |