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 | $111,834 | $57,016+96.1% | $84,966+31.6% | $80,856+38.3% |
| Participation rate | 97.0% | 56.3%+40.6pp | 67.5%+29.5pp | 67.6%+29.3pp |
| Annual return | 14.20% | 21.66%-7.5pp | 66.38%-52.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $8,147 | $1,798+353.2% | $2,727+198.7% | $2,755+195.7% |
| Participant deferral / active EE | $10,633 | $3,110+242.0% | $4,519+135.3% | $4,296+147.5% |
| Admin fee / account holder | $5,073 | $4,980+1.9% | $6,149-17.5% | $6,918-26.7% |