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 | $118,573 | $45,343+161.5% | $150,298-21.1% | $67,986+74.4% |
| Participation rate | 97.1% | 51.9%+45.3pp | 77.8%+19.4pp | 57.2%+39.9pp |
| Annual return | 18.76% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.9pp |
| Employer contribution / active EE | $4,317 | $1,462+195.3% | $4,154+3.9% | $2,019+113.9% |
| Participant deferral / active EE | $9,356 | $2,055+355.4% | $5,453+71.6% | $3,358+178.6% |
| Admin fee / account holder | $3,503 | $2,250+55.7% | $14,116-75.2% | $3,203+9.3% |