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 | $113,944 | $65,041+75.2% | $90,951+25.3% | $79,858+42.7% |
| Participation rate | 84.9% | 61.6%+23.3pp | 69.0%+15.9pp | 69.6%+15.3pp |
| Annual return | 11.50% | 30.45%-18.9pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,209 | $1,247-3.0% | $2,122-43.0% | $2,471-51.1% |
| Participant deferral / active EE | $5,113 | $2,512+103.5% | $3,373+51.6% | $3,740+36.7% |
| Admin fee / account holder | $25,086 | $4,536+453.0% | $5,959+321.0% | $5,306+372.8% |