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 | $85,453 | $71,057+20.3% | $93,654-8.8% | $80,874+5.7% |
| Participation rate | 80.4% | 60.4%+20.0pp | 68.7%+11.6pp | 67.6%+12.7pp |
| Annual return | 18.64% | 11.26%+7.4pp | 133.34%-114.7pp | 35.62%-17.0pp |
| Employer contribution / active EE | $2,273 | $1,564+45.3% | $2,421-6.1% | $2,756-17.5% |
| Participant deferral / active EE | $6,683 | $4,034+65.7% | $4,413+51.4% | $4,297+55.5% |
| Admin fee / account holder | $11,228 | $6,944+61.7% | $8,282+35.6% | $6,935+61.9% |