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 | $119,309 | $57,016+109.3% | $84,966+40.4% | $80,856+47.6% |
| Participation rate | 87.5% | 56.3%+31.2pp | 67.5%+20.0pp | 67.6%+19.9pp |
| Annual return | 10.61% | 21.66%-11.1pp | 66.38%-55.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,640 | $1,798+46.9% | $2,727-3.2% | $2,755-4.2% |
| Participant deferral / active EE | $5,206 | $3,110+67.4% | $4,519+15.2% | $4,296+21.2% |
| Admin fee / account holder | $8,406 | $4,980+68.8% | $6,149+36.7% | $6,918+21.5% |