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 | $105,769 | $50,958+107.6% | $74,550+41.9% | $64,186+64.8% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.1%+12.3pp | 69.6%+11.8pp |
| Annual return | 15.04% | -1.86%+16.9pp | 32.53%-17.5pp | 7.63%+7.4pp |
| Employer contribution / active EE | $2,204 | $1,115+97.6% | $1,961+12.4% | $2,381-7.4% |
| Participant deferral / active EE | $4,410 | $2,301+91.6% | $3,108+41.9% | $3,470+27.1% |
| Admin fee / account holder | $3,182 | $4,223-24.7% | $5,060-37.1% | $4,888-34.9% |