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 | $110,231 | $70,669+56.0% | $169,368-34.9% | $75,163+46.7% |
| Participation rate | 87.9% | 64.8%+23.1pp | 77.1%+10.8pp | 67.2%+20.7pp |
| Annual return | 18.61% | 36.36%-17.7pp | 405.60%-387.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,748 | $2,211-20.9% | $4,013-56.4% | $2,670-34.5% |
| Participant deferral / active EE | $11,523 | $4,311+167.3% | $6,221+85.2% | $4,125+179.3% |
| Admin fee / account holder | $20,204 | $5,402+274.0% | $9,003+124.4% | $5,651+257.5% |