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 | $106,045 | $58,208+82.2% | $81,812+29.6% | $80,856+31.2% |
| Participation rate | 98.2% | 63.4%+34.8pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 14.02% | 41.66%-27.6pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,841 | $2,340+64.2% | $2,912+31.9% | $2,755+39.4% |
| Participant deferral / active EE | $6,912 | $3,281+110.7% | $4,319+60.0% | $4,296+60.9% |
| Admin fee / account holder | $2,973 | $4,981-40.3% | $7,386-59.7% | $6,918-57.0% |