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 | $101,628 | $77,899+30.5% | $149,673-32.1% | $75,163+35.2% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 23.68% | 31.72%-8.0pp | 134.42%-110.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $4,538 | $3,137+44.6% | $4,818-5.8% | $2,670+70.0% |
| Participant deferral / active EE | $5,230 | $3,411+53.3% | $5,680-7.9% | $4,125+26.8% |
| Admin fee / account holder | $4,385 | $5,956-26.4% | $13,210-66.8% | $5,651-22.4% |