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 | $101,397 | $78,672+28.9% | $109,143-7.1% | $85,850+18.1% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 14.36% | 25.09%-10.7pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,525 | $2,735-44.2% | $3,722-59.0% | $2,565-40.6% |
| Participant deferral / active EE | $4,268 | $3,467+23.1% | $4,653-8.3% | $3,952+8.0% |
| Admin fee / account holder | $66,236 | $5,469+1111.1% | $6,752+881.0% | $6,260+958.1% |