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 | $104,297 | $77,899+33.9% | $149,673-30.3% | $75,163+38.8% |
| Participation rate | 91.1% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 16.71% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,056 | $3,137+29.3% | $4,818-15.8% | $2,670+51.9% |
| Participant deferral / active EE | $4,859 | $3,411+42.4% | $5,680-14.5% | $4,125+17.8% |
| Admin fee / account holder | $4,420 | $5,956-25.8% | $13,210-66.5% | $5,651-21.8% |