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 | $101,357 | $67,606+49.9% | $82,313+23.1% | $70,131+44.5% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 17.90% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,892 | $1,755+64.8% | $2,428+19.1% | $2,342+23.4% |
| Participant deferral / active EE | $5,909 | $2,987+97.8% | $3,706+59.4% | $3,332+77.4% |
| Admin fee / account holder | $21,679 | $4,512+380.5% | $5,608+286.6% | $4,645+366.7% |