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 | $67,315 | $87,037-22.7% | $106,201-36.6% | $80,874-16.8% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.6%+28.5pp |
| Annual return | 14.64% | 17.05%-2.4pp | 116.26%-101.6pp | 35.62%-21.0pp |
| Employer contribution / active EE | $4,648 | $2,396+94.0% | $3,170+46.7% | $2,756+68.7% |
| Participant deferral / active EE | $12,702 | $3,986+218.7% | $5,012+153.4% | $4,297+195.6% |
| Admin fee / account holder | $17,412 | $8,434+106.5% | $11,039+57.7% | $6,935+151.1% |