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 | $107,687 | $80,968+33.0% | $96,544+11.5% | $75,163+43.3% |
| Participation rate | 91.8% | 71.8%+20.0pp | 76.0%+15.8pp | 67.2%+24.6pp |
| Annual return | 25.49% | 27.06%-1.6pp | 25.84%-0.4pp | 160.62%-135.1pp |
| Employer contribution / active EE | $5,826 | $2,282+155.3% | $2,965+96.5% | $2,670+118.2% |
| Participant deferral / active EE | $3,400 | $3,928-13.5% | $4,851-29.9% | $4,125-17.6% |
| Admin fee / account holder | $3,183 | $6,724-52.7% | $8,252-61.4% | $5,651-43.7% |