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 | $109,076 | $81,248+34.2% | $155,509-29.9% | $80,856+34.9% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.1pp | 67.6%+27.6pp |
| Annual return | 13.65% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $9,579 | $3,100+209.0% | $4,672+105.0% | $2,755+247.7% |
| Participant deferral / active EE | $8,220 | $3,452+138.2% | $5,626+46.1% | $4,296+91.4% |
| Admin fee / account holder | $41,236 | $7,997+415.6% | $15,912+159.2% | $6,918+496.1% |