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 | $92,359 | $58,208+58.7% | $81,812+12.9% | $80,856+14.2% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 14.17% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,596 | $2,340+10.9% | $2,912-10.9% | $2,755-5.8% |
| Participant deferral / active EE | $4,888 | $3,281+49.0% | $4,319+13.2% | $4,296+13.8% |
| Admin fee / account holder | $11,143 | $4,981+123.7% | $7,386+50.9% | $6,918+61.1% |