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 | $107,556 | $78,422+37.2% | $95,952+12.1% | $79,858+34.7% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 20.23% | 19.37%+0.9pp | 91.61%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,238 | $1,945-36.3% | $2,541-51.3% | $2,471-49.9% |
| Participant deferral / active EE | $8,738 | $3,440+154.0% | $4,167+109.7% | $3,740+133.6% |
| Admin fee / account holder | $8,360 | $5,622+48.7% | $6,795+23.0% | $5,306+57.6% |