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 | $109,364 | $77,899+40.4% | $149,673-26.9% | $75,163+45.5% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.3pp | 67.2%+4.2pp |
| Annual return | 14.57% | 31.72%-17.2pp | 134.42%-119.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $5,735 | $3,137+82.8% | $4,818+19.0% | $2,670+114.8% |
| Participant deferral / active EE | $6,162 | $3,411+80.6% | $5,680+8.5% | $4,125+49.4% |
| Admin fee / account holder | $1,821 | $5,956-69.4% | $13,210-86.2% | $5,651-67.8% |