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 | $100,640 | $65,365+54.0% | $92,893+8.3% | $72,985+37.9% |
| Participation rate | 80.6% | 68.3%+12.3pp | 76.0%+4.6pp | 69.5%+11.2pp |
| Annual return | 24.01% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,055 | $2,594-59.3% | $3,653-71.1% | $2,440-56.8% |
| Participant deferral / active EE | $6,890 | $3,128+120.3% | $4,236+62.7% | $3,607+91.0% |
| Admin fee / account holder | $739 | $4,251-82.6% | $5,794-87.2% | $5,124-85.6% |