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 | $108,482 | $77,899+39.3% | $149,673-27.5% | $75,163+44.3% |
| Participation rate | 77.3% | 65.6%+11.7pp | 78.8%-1.5pp | 67.2%+10.1pp |
| Annual return | 15.15% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $7,248 | $3,137+131.0% | $4,818+50.4% | $2,670+171.5% |
| Participant deferral / active EE | $7,011 | $3,411+105.5% | $5,680+23.4% | $4,125+69.9% |
| Admin fee / account holder | $2,866 | $5,956-51.9% | $13,210-78.3% | $5,651-49.3% |