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 | $102,501 | $70,428+45.5% | $96,562+6.2% | $85,850+19.4% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 14.57% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $4,204 | $1,413+197.5% | $2,356+78.4% | $2,565+63.9% |
| Participant deferral / active EE | $3,865 | $2,894+33.6% | $3,849+0.4% | $3,952-2.2% |
| Admin fee / account holder | $4,990 | $4,997-0.1% | $6,181-19.3% | $6,260-20.3% |