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 | $118,784 | $78,672+51.0% | $109,143+8.8% | $85,850+38.4% |
| Participation rate | 81.3% | 68.3%+13.0pp | 75.9%+5.4pp | 69.3%+11.9pp |
| Annual return | 12.19% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $15,329 | $2,735+460.5% | $3,722+311.9% | $2,565+497.6% |
| Participant deferral / active EE | $4,267 | $3,467+23.1% | $4,653-8.3% | $3,952+8.0% |
| Admin fee / account holder | $802 | $5,469-85.3% | $6,752-88.1% | $6,260-87.2% |