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 | $115,251 | $81,248+41.9% | $155,509-25.9% | $80,856+42.5% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 13.60% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,856 | $3,100+88.9% | $4,672+25.3% | $2,755+112.6% |
| Participant deferral / active EE | $7,642 | $3,452+121.4% | $5,626+35.8% | $4,296+77.9% |
| Admin fee / account holder | $2,202 | $7,997-72.5% | $15,912-86.2% | $6,918-68.2% |