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 | $114,335 | $77,899+46.8% | $149,673-23.6% | $75,163+52.1% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 13.51% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,935 | $3,137+57.3% | $4,818+2.4% | $2,670+84.8% |
| Participant deferral / active EE | $6,005 | $3,411+76.1% | $5,680+5.7% | $4,125+45.6% |
| Admin fee / account holder | $1,043 | $5,956-82.5% | $13,210-92.1% | $5,651-81.5% |