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 5-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 | $80,228 | $159,602-49.7% | $150,045-46.5% | $142,382-43.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 13.85% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $7,273 | $4,961+46.6% | $4,693+55.0% | $4,299+69.2% |
| Participant deferral / active EE | $14,408 | $8,310+73.4% | $7,997+80.2% | $6,507+121.4% |
| Admin fee / account holder | $20,837 | $14,846+40.3% | $13,435+55.1% | $12,624+65.1% |