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 | $117,387 | $135,961-13.7% | $96,707+21.4% | $67,986+72.7% |
| Participation rate | 89.0% | 76.3%+12.7pp | 80.4%+8.6pp | 57.2%+31.8pp |
| Annual return | 19.98% | 31.14%-11.2pp | 34.78%-14.8pp | 31.67%-11.7pp |
| Employer contribution / active EE | $7,666 | $5,011+53.0% | $4,191+82.9% | $2,019+279.8% |
| Participant deferral / active EE | $12,503 | $7,360+69.9% | $5,997+108.5% | $3,358+272.3% |
| Admin fee / account holder | $6,536 | $2,370+175.8% | $7,503-12.9% | $3,203+104.0% |