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 | $110,221 | $77,899+41.5% | $149,673-26.4% | $75,163+46.6% |
| Participation rate | 95.4% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 18.85% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,905 | $3,137+24.5% | $4,818-19.0% | $2,670+46.3% |
| Participant deferral / active EE | $8,438 | $3,411+147.4% | $5,680+48.6% | $4,125+104.6% |
| Admin fee / account holder | $5,196 | $5,956-12.8% | $13,210-60.7% | $5,651-8.0% |