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 | $81,248+40.0% | $155,509-26.8% | $80,856+40.7% |
| Participation rate | 98.6% | 66.2%+32.3pp | 78.2%+20.4pp | 67.6%+30.9pp |
| Annual return | 15.30% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,388 | $3,100-23.0% | $4,672-48.9% | $2,755-13.3% |
| Participant deferral / active EE | $5,825 | $3,452+68.8% | $5,626+3.5% | $4,296+35.6% |
| Admin fee / account holder | $20,199 | $7,997+152.6% | $15,912+26.9% | $6,918+192.0% |