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 | $113,768 | $81,233+40.1% | $155,567-26.9% | $80,874+40.7% |
| Participation rate | 98.6% | 66.2%+32.3pp | 78.2%+20.4pp | 67.6%+30.9pp |
| Annual return | 15.30% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $2,388 | $3,101-23.0% | $4,674-48.9% | $2,756-13.3% |
| Participant deferral / active EE | $5,825 | $3,452+68.7% | $5,628+3.5% | $4,297+35.6% |
| Admin fee / account holder | $20,199 | $7,998+152.6% | $15,916+26.9% | $6,935+191.3% |