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 | $108,047 | $77,899+38.7% | $149,673-27.8% | $75,163+43.7% |
| Participation rate | 98.9% | 65.6%+33.3pp | 78.8%+20.1pp | 67.2%+31.7pp |
| Annual return | 17.41% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $9,092 | $3,137+189.8% | $4,818+88.7% | $2,670+240.6% |
| Participant deferral / active EE | $5,606 | $3,411+64.4% | $5,680-1.3% | $4,125+35.9% |
| Admin fee / account holder | $4,821 | $5,956-19.1% | $13,210-63.5% | $5,651-14.7% |