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 | $116,516 | $81,248+43.4% | $155,509-25.1% | $80,856+44.1% |
| Participation rate | 84.9% | 66.2%+18.7pp | 78.2%+6.7pp | 67.6%+17.3pp |
| Annual return | 15.58% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $6,773 | $3,100+118.5% | $4,672+45.0% | $2,755+145.9% |
| Participant deferral / active EE | $13,850 | $3,452+301.3% | $5,626+146.2% | $4,296+222.4% |
| Admin fee / account holder | $7,703 | $7,997-3.7% | $15,912-51.6% | $6,918+11.3% |