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 | $99,187 | $54,762+81.1% | $90,281+9.9% | $72,985+35.9% |
| Participation rate | 93.1% | 65.1%+28.0pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 27.82% | 30.63%-2.8pp | 78.10%-50.3pp | 81.00%-53.2pp |
| Employer contribution / active EE | $3,286 | $2,092+57.0% | $2,854+15.1% | $2,440+34.7% |
| Participant deferral / active EE | $6,853 | $2,887+137.4% | $3,885+76.4% | $3,607+90.0% |
| Admin fee / account holder | $19,234 | $3,972+384.2% | $5,351+259.4% | $5,124+275.3% |