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 | $113,581 | $81,233+39.8% | $155,567-27.0% | $80,874+40.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.35% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $8,614 | $3,101+177.8% | $4,674+84.3% | $2,756+212.6% |
| Participant deferral / active EE | $5,048 | $3,452+46.2% | $5,628-10.3% | $4,297+17.5% |
| Admin fee / account holder | $1,751 | $7,998-78.1% | $15,916-89.0% | $6,935-74.8% |