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 | $105,443 | $65,041+62.1% | $90,951+15.9% | $79,858+32.0% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.0%+15.4pp | 69.6%+14.7pp |
| Annual return | 21.14% | 30.45%-9.3pp | 134.60%-113.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,006 | $1,247+60.9% | $2,122-5.4% | $2,471-18.8% |
| Participant deferral / active EE | $4,139 | $2,512+64.8% | $3,373+22.7% | $3,740+10.7% |
| Admin fee / account holder | $3,023 | $4,536-33.3% | $5,959-49.3% | $5,306-43.0% |