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 | $103,058 | $63,346+62.7% | $92,233+11.7% | $70,131+47.0% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 16.96% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,072 | $2,471-16.2% | $3,679-43.7% | $2,342-11.6% |
| Participant deferral / active EE | $5,294 | $2,854+85.5% | $3,897+35.9% | $3,332+58.9% |
| Admin fee / account holder | $12,910 | $3,840+236.2% | $5,194+148.6% | $4,645+177.9% |