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 | $118,129 | $48,230+144.9% | $67,502+75.0% | $80,856+46.1% |
| Participation rate | 88.7% | 66.4%+22.3pp | 72.9%+15.8pp | 67.6%+21.0pp |
| Annual return | 13.89% | 18.28%-4.4pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,797 | $2,020+38.5% | $2,731+2.4% | $2,755+1.5% |
| Participant deferral / active EE | $5,545 | $2,924+89.6% | $4,000+38.6% | $4,296+29.1% |
| Admin fee / account holder | $1,811 | $3,681-50.8% | $3,998-54.7% | $6,918-73.8% |