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 | $111,997 | $70,428+59.0% | $96,562+16.0% | $85,850+30.5% |
| Participation rate | 97.1% | 61.8%+35.3pp | 69.8%+27.2pp | 69.3%+27.7pp |
| Annual return | 12.66% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,456 | $1,413+73.8% | $2,356+4.2% | $2,565-4.3% |
| Participant deferral / active EE | $7,904 | $2,894+173.2% | $3,849+105.4% | $3,952+100.0% |
| Admin fee / account holder | $19,525 | $4,997+290.8% | $6,181+215.9% | $6,260+211.9% |