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 | $75,482 | $54,762+37.8% | $90,281-16.4% | $72,985+3.4% |
| Participation rate | 84.8% | 65.1%+19.6pp | 73.3%+11.5pp | 69.5%+15.3pp |
| Annual return | 21.92% | 30.63%-8.7pp | 78.10%-56.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,966 | $2,092+41.8% | $2,854+3.9% | $2,440+21.6% |
| Participant deferral / active EE | $5,131 | $2,887+77.7% | $3,885+32.1% | $3,607+42.2% |
| Admin fee / account holder | $12,682 | $3,972+219.3% | $5,351+137.0% | $5,124+147.5% |