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 | $103,387 | $48,265+114.2% | $68,791+50.3% | $68,494+50.9% |
| Participation rate | 78.6% | 60.7%+17.9pp | 69.0%+9.5pp | 67.9%+10.7pp |
| Annual return | 36.83% | -12.71%+49.5pp | -6.38%+43.2pp | -7.84%+44.7pp |
| Employer contribution / active EE | $2,443 | $1,829+33.6% | $2,655-8.0% | $2,596-5.9% |
| Participant deferral / active EE | $6,208 | $2,867+116.5% | $3,941+57.5% | $4,027+54.1% |
| Admin fee / account holder | $15,197 | $4,355+248.9% | $4,932+208.1% | $5,403+181.3% |