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 | $104,468 | $49,922+109.3% | $80,569+29.7% | $75,163+39.0% |
| Participation rate | 87.9% | 55.3%+32.6pp | 67.0%+20.9pp | 67.2%+20.7pp |
| Annual return | 17.85% | 34.69%-16.8pp | 935.43%-917.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $6,276 | $1,698+269.6% | $2,723+130.4% | $2,670+135.1% |
| Participant deferral / active EE | $4,875 | $2,990+63.0% | $4,447+9.6% | $4,125+18.2% |
| Admin fee / account holder | $2,151 | $3,577-39.9% | $5,377-60.0% | $5,651-61.9% |