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 | $120,958 | $81,233+48.9% | $155,567-22.2% | $80,874+49.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 13.31% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $6,628 | $3,101+113.8% | $4,674+41.8% | $2,756+140.5% |
| Participant deferral / active EE | $4,840 | $3,452+40.2% | $5,628-14.0% | $4,297+12.6% |
| Admin fee / account holder | $1,630 | $7,998-79.6% | $15,916-89.8% | $6,935-76.5% |