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 | $90,785 | $71,050+27.8% | $93,606-3.0% | $80,856+12.3% |
| Participation rate | 93.7% | 60.4%+33.3pp | 68.7%+25.0pp | 67.6%+26.0pp |
| Annual return | 14.05% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,993 | $1,564+155.3% | $2,420+65.0% | $2,755+44.9% |
| Participant deferral / active EE | $6,985 | $4,034+73.2% | $4,411+58.3% | $4,296+62.6% |
| Admin fee / account holder | $31,767 | $6,945+357.4% | $8,285+283.4% | $6,918+359.2% |