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 | $105,597 | $56,053+88.4% | $75,972+39.0% | $80,856+30.6% |
| Participation rate | 87.1% | 62.0%+25.1pp | 69.1%+18.0pp | 67.6%+19.5pp |
| Annual return | 10.52% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,616 | $1,874+93.0% | $2,685+34.7% | $2,755+31.3% |
| Participant deferral / active EE | $6,303 | $3,052+106.6% | $4,255+48.1% | $4,296+46.7% |
| Admin fee / account holder | $2,179 | $5,234-58.4% | $6,467-66.3% | $6,918-68.5% |