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 | $100,493 | $77,899+29.0% | $149,673-32.9% | $75,163+33.7% |
| Participation rate | 98.3% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.1pp |
| Annual return | 16.49% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $12,215 | $3,137+289.3% | $4,818+153.6% | $2,670+357.5% |
| Participant deferral / active EE | $5,785 | $3,411+69.6% | $5,680+1.8% | $4,125+40.2% |
| Admin fee / account holder | $7,539 | $5,956+26.6% | $13,210-42.9% | $5,651+33.4% |