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 | $114,169 | $81,208+40.6% | $98,907+15.4% | $79,858+43.0% |
| Participation rate | 98.2% | 72.5%+25.7pp | 76.0%+22.2pp | 69.6%+28.6pp |
| Annual return | 10.28% | 60.99%-50.7pp | 196.43%-186.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,075 | $1,960+56.9% | $2,689+14.3% | $2,471+24.4% |
| Participant deferral / active EE | $6,624 | $3,265+102.9% | $4,244+56.1% | $3,740+77.1% |
| Admin fee / account holder | $9,878 | $6,013+64.3% | $6,642+48.7% | $5,306+86.2% |