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 | $106,447 | $65,365+62.8% | $92,893+14.6% | $72,985+45.8% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.6pp |
| Annual return | 22.21% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $14,268 | $2,594+450.0% | $3,653+290.6% | $2,440+484.8% |
| Participant deferral / active EE | $1,852 | $3,128-40.8% | $4,236-56.3% | $3,607-48.6% |
| Admin fee / account holder | $443 | $4,251-89.6% | $5,794-92.3% | $5,124-91.3% |