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 | $112,303 | $78,672+42.7% | $109,143+2.9% | $85,850+30.8% |
| Participation rate | 94.8% | 68.3%+26.6pp | 75.9%+19.0pp | 69.3%+25.5pp |
| Annual return | 12.71% | 25.09%-12.4pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $7,113 | $2,735+160.1% | $3,722+91.1% | $2,565+177.3% |
| Participant deferral / active EE | $5,760 | $3,467+66.1% | $4,653+23.8% | $3,952+45.8% |
| Admin fee / account holder | $8,249 | $5,469+50.8% | $6,752+22.2% | $6,260+31.8% |