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 | $108,525 | $73,933+46.8% | $96,683+12.2% | $75,163+44.4% |
| Participation rate | 95.0% | 66.4%+28.6pp | 74.3%+20.7pp | 67.2%+27.8pp |
| Annual return | 17.56% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,382 | $2,928-52.8% | $3,737-63.0% | $2,670-48.2% |
| Participant deferral / active EE | $11,167 | $3,659+205.2% | $4,878+128.9% | $4,125+170.7% |
| Admin fee / account holder | $4,766 | $5,216-8.6% | $6,730-29.2% | $5,651-15.7% |