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 | $101,731 | $70,428+44.4% | $96,562+5.4% | $85,850+18.5% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 11.21% | 18.59%-7.4pp | 37.78%-26.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,116 | $1,413-21.1% | $2,356-52.7% | $2,565-56.5% |
| Participant deferral / active EE | $4,878 | $2,894+68.6% | $3,849+26.7% | $3,952+23.4% |
| Admin fee / account holder | $4,013 | $4,997-19.7% | $6,181-35.1% | $6,260-35.9% |