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 | $115,387 | $53,127+117.2% | $86,590+33.3% | $70,131+64.5% |
| Participation rate | 78.1% | 65.3%+12.8pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 21.46% | 27.66%-6.2pp | 964.84%-943.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $3,938 | $2,068+90.4% | $2,839+38.7% | $2,342+68.1% |
| Participant deferral / active EE | $7,800 | $2,696+189.3% | $3,609+116.1% | $3,332+134.1% |
| Admin fee / account holder | $6,587 | $3,585+83.7% | $4,906+34.3% | $4,645+41.8% |