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 | $109,782 | $93,571+17.3% | $135,903-19.2% | $75,163+46.1% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 18.28% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,524 | $3,537-28.6% | $4,856-48.0% | $2,670-5.5% |
| Participant deferral / active EE | $10,944 | $6,404+70.9% | $7,758+41.1% | $4,125+165.3% |
| Admin fee / account holder | $13,084 | $6,975+87.6% | $10,762+21.6% | $5,651+131.5% |