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 | $113,702 | $84,233+35.0% | $170,442-33.3% | $70,131+62.1% |
| Participation rate | 90.1% | 70.8%+19.3pp | 83.6%+6.5pp | 69.5%+20.6pp |
| Annual return | 16.92% | 23.06%-6.1pp | 205.93%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $6,663 | $3,387+96.7% | $5,433+22.6% | $2,342+184.4% |
| Participant deferral / active EE | $4,360 | $3,086+41.3% | $4,939-11.7% | $3,332+30.9% |
| Admin fee / account holder | $1,840 | $5,698-67.7% | $13,880-86.7% | $4,645-60.4% |