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 | $119,997 | $91,190+31.6% | $178,490-32.8% | $79,858+50.3% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 10.29% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $7,151 | $3,256+119.6% | $5,011+42.7% | $2,471+189.4% |
| Participant deferral / active EE | $4,478 | $3,236+38.4% | $5,202-13.9% | $3,740+19.7% |
| Admin fee / account holder | $13,906 | $6,751+106.0% | $13,984-0.6% | $5,306+162.1% |