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 5-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 | $113,507 | $71,050+59.8% | $93,606+21.3% | $80,856+40.4% |
| Participation rate | 88.7% | 60.4%+28.3pp | 68.7%+20.0pp | 67.6%+21.1pp |
| Annual return | 13.93% | 11.26%+2.7pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,827 | $1,564+16.8% | $2,420-24.5% | $2,755-33.7% |
| Participant deferral / active EE | $7,471 | $4,034+85.2% | $4,411+69.4% | $4,296+73.9% |
| Admin fee / account holder | $29,840 | $6,945+329.7% | $8,285+260.2% | $6,918+331.3% |