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 | $90,666 | $56,277+61.1% | $80,975+12.0% | $62,891+44.2% |
| Participation rate | 79.5% | 69.0%+10.5pp | 75.8%+3.7pp | 69.3%+10.2pp |
| Annual return | 8.92% | 22.12%-13.2pp | 17.10%-8.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,749 | $1,943+93.0% | $3,714+0.9% | $2,281+64.4% |
| Participant deferral / active EE | $8,294 | $4,195+97.7% | $5,696+45.6% | $3,203+158.9% |
| Admin fee / account holder | $12,450 | $3,741+232.8% | $5,516+125.7% | $4,296+189.8% |