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 | $107,462 | $100,901+6.5% | $75,670+42.0% | $147,584-27.2% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 13.55% | 35.78%-22.2pp | 27.34%-13.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $8,333 | $3,253+156.1% | $2,352+254.3% | $4,876+70.9% |
| Participant deferral / active EE | $3,931 | $4,027-2.4% | $3,142+25.1% | $5,439-27.7% |
| Admin fee / account holder | $11,065 | $11,285-2.0% | $5,800+90.8% | $10,885+1.7% |