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 | $106,402 | $81,208+31.0% | $98,907+7.6% | $79,858+33.2% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 69.6%+27.2pp |
| Annual return | 21.71% | 60.99%-39.3pp | 196.43%-174.7pp | 31.71%-10.0pp |
| Employer contribution / active EE | $4,072 | $1,960+107.8% | $2,689+51.4% | $2,471+64.8% |
| Participant deferral / active EE | $5,626 | $3,265+72.3% | $4,244+32.6% | $3,740+50.4% |
| Admin fee / account holder | $4,392 | $6,013-27.0% | $6,642-33.9% | $5,306-17.2% |