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 | $104,609 | $81,248+28.8% | $155,509-32.7% | $80,856+29.4% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 11.51% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $8,125 | $3,100+162.1% | $4,672+73.9% | $2,755+194.9% |
| Participant deferral / active EE | $5,265 | $3,452+52.5% | $5,626-6.4% | $4,296+22.6% |
| Admin fee / account holder | $5,027 | $7,997-37.1% | $15,912-68.4% | $6,918-27.3% |