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 | $105,453 | $65,395+61.3% | $182,532-42.2% | $72,985+44.5% |
| Participation rate | 86.8% | 65.4%+21.3pp | 78.0%+8.8pp | 69.5%+17.3pp |
| Annual return | 19.84% | 27.68%-7.8pp | 148.54%-128.7pp | 81.00%-61.2pp |
| Employer contribution / active EE | $5,411 | $1,911+183.1% | $4,076+32.7% | $2,440+121.8% |
| Participant deferral / active EE | $6,072 | $3,563+70.4% | $5,524+9.9% | $3,607+68.3% |
| Admin fee / account holder | $8,419 | $4,245+98.3% | $8,592-2.0% | $5,124+64.3% |