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 | $114,802 | $72,012+59.4% | $185,823-38.2% | $79,858+43.8% |
| Participation rate | 87.8% | 65.8%+22.0pp | 78.0%+9.8pp | 69.6%+18.2pp |
| Annual return | 14.32% | 23.12%-8.8pp | 35.95%-21.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,846 | $1,965+95.8% | $4,087-5.9% | $2,471+55.7% |
| Participant deferral / active EE | $8,555 | $3,779+126.4% | $5,632+51.9% | $3,740+128.7% |
| Admin fee / account holder | $26,348 | $4,513+483.9% | $9,500+177.3% | $5,306+396.5% |