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 | $106,372 | $67,411+57.8% | $91,001+16.9% | $70,131+51.7% |
| Participation rate | 96.9% | 71.4%+25.5pp | 75.6%+21.3pp | 69.5%+27.3pp |
| Annual return | 18.93% | -40.16%+59.1pp | 4.60%+14.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,222 | $1,786+80.4% | $2,456+31.2% | $2,342+37.5% |
| Participant deferral / active EE | $7,104 | $2,823+151.7% | $3,547+100.3% | $3,332+113.2% |
| Admin fee / account holder | $6,648 | $4,236+56.9% | $5,417+22.7% | $4,645+43.1% |