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 | $100,834 | $86,929+16.0% | $102,423-1.6% | $80,856+24.7% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.6%+27.2pp |
| Annual return | 11.45% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $13,416 | $2,369+466.2% | $3,023+343.7% | $2,755+387.0% |
| Participant deferral / active EE | $8,831 | $4,118+114.4% | $5,053+74.8% | $4,296+105.6% |
| Admin fee / account holder | $46,221 | $8,049+474.2% | $9,451+389.1% | $6,918+568.1% |