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 | $104,853 | $91,552+14.5% | $133,956-21.7% | $79,858+31.3% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 12.07% | 61.85%-49.8pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,633 | $2,384+10.5% | $3,919-32.8% | $2,471+6.6% |
| Participant deferral / active EE | $5,272 | $3,733+41.2% | $5,048+4.4% | $3,740+41.0% |
| Admin fee / account holder | $13,700 | $6,321+116.7% | $8,927+53.5% | $5,306+158.2% |