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 | $110,412 | $49,227+124.3% | $70,449+56.7% | $79,858+38.3% |
| Participation rate | 85.5% | 69.2%+16.3pp | 75.1%+10.4pp | 69.6%+15.9pp |
| Annual return | 17.87% | 30.06%-12.2pp | 109.03%-91.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,056 | $2,099+93.2% | $2,737+48.2% | $2,471+64.1% |
| Participant deferral / active EE | $5,243 | $2,768+89.4% | $3,709+41.4% | $3,740+40.2% |
| Admin fee / account holder | $17,619 | $2,878+512.2% | $3,845+358.2% | $5,306+232.0% |