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 | $109,081 | $81,248+34.3% | $155,509-29.9% | $80,856+34.9% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 15.16% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $7,529 | $3,100+142.9% | $4,672+61.1% | $2,755+173.3% |
| Participant deferral / active EE | $7,029 | $3,452+103.7% | $5,626+24.9% | $4,296+63.6% |
| Admin fee / account holder | $3,347 | $7,997-58.1% | $15,912-79.0% | $6,918-51.6% |