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 | $95,141 | $49,177+93.5% | $79,464+19.7% | $64,186+48.2% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | 10.28% | -1.16%+11.4pp | 718.14%-707.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $4,669 | $2,076+124.9% | $2,800+66.7% | $2,381+96.1% |
| Participant deferral / active EE | $7,639 | $2,821+170.8% | $3,704+106.2% | $3,470+120.2% |
| Admin fee / account holder | $9,887 | $3,839+157.5% | $5,113+93.4% | $4,888+102.3% |