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 8-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 | $101,589 | $52,279+94.3% | $89,391+13.6% | $79,858+27.2% |
| Participation rate | 82.7% | 57.5%+25.2pp | 68.0%+14.7pp | 69.6%+13.1pp |
| Annual return | 11.98% | 22.16%-10.2pp | 245.62%-233.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,102 | $1,572+33.7% | $2,586-18.7% | $2,471-14.9% |
| Participant deferral / active EE | $5,114 | $2,740+86.6% | $3,890+31.5% | $3,740+36.7% |
| Admin fee / account holder | $4,585 | $3,356+36.6% | $4,881-6.1% | $5,306-13.6% |