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 | $108,906 | $81,460+33.7% | $103,333+5.4% | $80,856+34.7% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 11.90% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,051 | $3,105+30.5% | $3,868+4.7% | $2,755+47.1% |
| Participant deferral / active EE | $9,888 | $3,869+155.6% | $5,057+95.5% | $4,296+130.2% |
| Admin fee / account holder | $1,108 | $6,566-83.1% | $8,355-86.7% | $6,918-84.0% |