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 | $113,072 | $78,672+43.7% | $109,143+3.6% | $85,850+31.7% |
| Participation rate | 83.6% | 68.3%+15.4pp | 75.9%+7.8pp | 69.3%+14.3pp |
| Annual return | 12.94% | 25.09%-12.1pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,036 | $2,735+11.0% | $3,722-18.4% | $2,565+18.4% |
| Participant deferral / active EE | $4,524 | $3,467+30.5% | $4,653-2.8% | $3,952+14.5% |
| Admin fee / account holder | $14,756 | $5,469+169.8% | $6,752+118.5% | $6,260+135.7% |