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 5-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 | $105,664 | $70,669+49.5% | $169,368-37.6% | $75,163+40.6% |
| Participation rate | 72.0% | 64.8%+7.2pp | 77.1%-5.1pp | 67.2%+4.8pp |
| Annual return | 16.82% | 36.36%-19.5pp | 405.60%-388.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,801 | $2,211-18.5% | $4,013-55.1% | $2,670-32.5% |
| Participant deferral / active EE | $4,109 | $4,311-4.7% | $6,221-33.9% | $4,125-0.4% |
| Admin fee / account holder | $7,886 | $5,402+46.0% | $9,003-12.4% | $5,651+39.6% |