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 | $72,213 | $58,828+22.8% | $77,999-7.4% | $62,891+14.8% |
| Participation rate | 96.3% | 71.1%+25.2pp | 75.5%+20.8pp | 69.3%+27.0pp |
| Annual return | 5.61% | 17.16%-11.5pp | 425.96%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,645 | $1,672+177.8% | $2,470+88.0% | $2,281+103.6% |
| Participant deferral / active EE | $5,357 | $2,686+99.5% | $3,497+53.2% | $3,203+67.3% |
| Admin fee / account holder | $32,249 | $4,393+634.1% | $5,480+488.4% | $4,296+650.8% |