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 | $102,977 | $65,041+58.3% | $90,951+13.2% | $79,858+29.0% |
| Participation rate | 81.1% | 61.6%+19.5pp | 69.0%+12.1pp | 69.6%+11.5pp |
| Annual return | 13.86% | 30.45%-16.6pp | 134.60%-120.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,168 | $1,247+73.9% | $2,122+2.2% | $2,471-12.2% |
| Participant deferral / active EE | $5,750 | $2,512+128.9% | $3,373+70.5% | $3,740+53.7% |
| Admin fee / account holder | $1,767 | $4,536-61.1% | $5,959-70.4% | $5,306-66.7% |