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 | $106,846 | $71,050+50.4% | $93,606+14.1% | $80,856+32.1% |
| Participation rate | 93.4% | 60.4%+33.0pp | 68.7%+24.7pp | 67.6%+25.8pp |
| Annual return | 13.31% | 11.26%+2.1pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,256 | $1,564+44.3% | $2,420-6.8% | $2,755-18.1% |
| Participant deferral / active EE | $3,360 | $4,034-16.7% | $4,411-23.8% | $4,296-21.8% |
| Admin fee / account holder | $3,278 | $6,945-52.8% | $8,285-60.4% | $6,918-52.6% |