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 | $69,751 | $48,076+45.1% | $78,689-11.4% | $62,891+10.9% |
| Participation rate | 92.9% | 65.2%+27.6pp | 73.6%+19.3pp | 69.3%+23.6pp |
| Annual return | 7.50% | 31.35%-23.9pp | 62.18%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,995 | $2,015+98.3% | $2,851+40.1% | $2,281+75.1% |
| Participant deferral / active EE | $6,501 | $2,588+151.2% | $3,517+84.9% | $3,203+103.0% |
| Admin fee / account holder | $7,431 | $3,207+131.7% | $4,510+64.8% | $4,296+73.0% |