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 | $78,325 | $58,828+33.1% | $77,999+0.4% | $62,891+24.5% |
| Participation rate | 90.0% | 71.1%+18.9pp | 75.5%+14.5pp | 69.3%+20.7pp |
| Annual return | 6.44% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,611 | $1,672+56.2% | $2,470+5.7% | $2,281+14.5% |
| Participant deferral / active EE | $2,790 | $2,686+3.9% | $3,497-20.2% | $3,203-12.9% |
| Admin fee / account holder | $7,680 | $4,393+74.8% | $5,480+40.1% | $4,296+78.8% |