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 | $101,677 | $51,175+98.7% | $70,515+44.2% | $75,163+35.3% |
| Participation rate | 83.1% | 60.9%+22.1pp | 68.3%+14.7pp | 67.2%+15.9pp |
| Annual return | 15.69% | 30.02%-14.3pp | 32.77%-17.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,650 | $1,826+45.1% | $2,973-10.9% | $2,670-0.7% |
| Participant deferral / active EE | $5,192 | $2,849+82.2% | $4,567+13.7% | $4,125+25.9% |
| Admin fee / account holder | $5,857 | $4,091+43.2% | $6,412-8.7% | $5,651+3.6% |