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 | $76,858 | $48,230+59.4% | $67,502+13.9% | $80,856-4.9% |
| Participation rate | 73.0% | 66.4%+6.6pp | 72.9%+0.1pp | 67.6%+5.3pp |
| Annual return | 13.26% | 18.28%-5.0pp | 3512.12%-3498.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,668 | $2,020+81.6% | $2,731+34.3% | $2,755+33.2% |
| Participant deferral / active EE | $4,977 | $2,924+70.2% | $4,000+24.4% | $4,296+15.9% |
| Admin fee / account holder | $10,119 | $3,681+174.9% | $3,998+153.1% | $6,918+46.3% |