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 | $116,417 | $80,717+44.2% | $154,803-24.8% | $84,808+37.3% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 13.41% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $7,674 | $2,761+177.9% | $4,305+78.2% | $2,631+191.7% |
| Participant deferral / active EE | $12,218 | $3,303+269.9% | $5,540+120.5% | $4,212+190.1% |
| Admin fee / account holder | $23,892 | $6,746+254.2% | $14,329+66.7% | $7,344+225.3% |