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 | $106,764 | $70,908+50.6% | $98,907+7.9% | $73,488+45.3% |
| Participation rate | 84.2% | 73.8%+10.4pp | 76.0%+8.1pp | 70.7%+13.5pp |
| Annual return | 14.93% | 34.17%-19.2pp | 196.43%-181.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $565 | $2,036-72.3% | $2,689-79.0% | $2,270-75.1% |
| Participant deferral / active EE | $5,082 | $3,500+45.2% | $4,244+19.7% | $3,740+35.9% |
| Admin fee / account holder | $6,273 | $535+1072.6% | $6,642-5.6% | $513+1122.6% |