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 | $111,846 | $51,638+116.6% | $68,368+63.6% | $82,448+35.7% |
| Participation rate | 76.9% | 63.6%+13.3pp | 73.8%+3.2pp | 68.1%+8.9pp |
| Annual return | 14.28% | 37.53%-23.3pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,807 | $2,047+37.2% | $2,649+6.0% | $2,551+10.0% |
| Participant deferral / active EE | $7,211 | $2,914+147.5% | $4,123+74.9% | $4,139+74.2% |
| Admin fee / account holder | $23,653 | $4,643+409.4% | $5,150+359.3% | $7,234+226.9% |