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 | $109,776 | $70,669+55.3% | $169,368-35.2% | $75,163+46.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 18.45% | 36.36%-17.9pp | 405.60%-387.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,919 | $2,211+32.1% | $4,013-27.2% | $2,670+9.4% |
| Participant deferral / active EE | $6,048 | $4,311+40.3% | $6,221-2.8% | $4,125+46.6% |
| Admin fee / account holder | $5,487 | $5,402+1.6% | $9,003-39.1% | $5,651-2.9% |