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 | $87,000 | $81,460+6.8% | $103,333-15.8% | $80,856+7.6% |
| Participation rate | 93.2% | 66.8%+26.3pp | 74.5%+18.7pp | 67.6%+25.5pp |
| Annual return | 10.59% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $5,289 | $3,105+70.3% | $3,868+36.7% | $2,755+92.0% |
| Participant deferral / active EE | $6,187 | $3,869+59.9% | $5,057+22.3% | $4,296+44.0% |
| Admin fee / account holder | $2,502 | $6,566-61.9% | $8,355-70.1% | $6,918-63.8% |