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 | $105,273 | $61,605+70.9% | $112,229-6.2% | $75,163+40.1% |
| Participation rate | 90.1% | 61.7%+28.4pp | 72.4%+17.7pp | 67.2%+22.9pp |
| Annual return | 19.77% | 28.47%-8.7pp | 30.20%-10.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $5,409 | $2,015+168.4% | $3,430+57.7% | $2,670+102.6% |
| Participant deferral / active EE | $6,880 | $3,108+121.4% | $4,798+43.4% | $4,125+66.8% |
| Admin fee / account holder | $3,300 | $4,862-32.1% | $7,748-57.4% | $5,651-41.6% |