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 | $96,552 | $65,041+48.4% | $90,951+6.2% | $79,858+20.9% |
| Participation rate | 96.6% | 61.6%+34.9pp | 69.0%+27.5pp | 69.6%+26.9pp |
| Annual return | 11.91% | 30.45%-18.5pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,793 | $1,247+43.8% | $2,122-15.5% | $2,471-27.4% |
| Participant deferral / active EE | $5,219 | $2,512+107.8% | $3,373+54.7% | $3,740+39.5% |
| Admin fee / account holder | $8,257 | $4,536+82.0% | $5,959+38.6% | $5,306+55.6% |