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 | $139,967 | $81,248+72.3% | $155,509-10.0% | $80,856+73.1% |
| Participation rate | 90.4% | 66.2%+24.2pp | 78.2%+12.2pp | 67.6%+22.7pp |
| Annual return | 10.84% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $7,424 | $3,100+139.4% | $4,672+58.9% | $2,755+169.5% |
| Participant deferral / active EE | $5,396 | $3,452+56.3% | $5,626-4.1% | $4,296+25.6% |
| Admin fee / account holder | $31,009 | $7,997+287.7% | $15,912+94.9% | $6,918+348.2% |