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 | $80,311 | $57,016+40.9% | $84,966-5.5% | $80,856-0.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 11.44% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,206 | $1,798+78.3% | $2,727+17.5% | $2,755+16.4% |
| Participant deferral / active EE | $4,842 | $3,110+55.7% | $4,519+7.1% | $4,296+12.7% |
| Admin fee / account holder | $7,434 | $4,980+49.3% | $6,149+20.9% | $6,918+7.5% |