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 | $99,666 | $77,899+27.9% | $149,673-33.4% | $75,163+32.6% |
| Participation rate | 98.6% | 65.6%+33.0pp | 78.8%+19.8pp | 67.2%+31.4pp |
| Annual return | 15.02% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $8,401 | $3,137+167.8% | $4,818+74.4% | $2,670+214.7% |
| Participant deferral / active EE | $6,452 | $3,411+89.2% | $5,680+13.6% | $4,125+56.4% |
| Admin fee / account holder | $11,930 | $5,956+100.3% | $13,210-9.7% | $5,651+111.1% |