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 | $106,632 | $83,369+27.9% | $105,223+1.3% | $67,986+56.8% |
| Participation rate | 87.6% | 56.3%+31.3pp | 75.0%+12.6pp | 57.2%+30.4pp |
| Annual return | 16.64% | 24.64%-8.0pp | 180.65%-164.0pp | 31.67%-15.0pp |
| Employer contribution / active EE | $3,898 | $2,541+53.4% | $3,689+5.7% | $2,019+93.1% |
| Participant deferral / active EE | $3,749 | $3,295+13.8% | $5,072-26.1% | $3,358+11.6% |
| Admin fee / account holder | $5,406 | $4,073+32.7% | $8,859-39.0% | $3,203+68.8% |