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 | $117,836 | $89,355+31.9% | $141,162-16.5% | $72,985+61.5% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.5%+5.7pp | 69.5%+18.6pp |
| Annual return | 28.57% | 111.85%-83.3pp | 71.39%-42.8pp | 81.00%-52.4pp |
| Employer contribution / active EE | $4,054 | $3,114+30.2% | $4,735-14.4% | $2,440+66.1% |
| Participant deferral / active EE | $9,126 | $5,418+68.4% | $6,709+36.0% | $3,607+153.0% |
| Admin fee / account holder | $9,076 | $5,958+52.3% | $10,261-11.6% | $5,124+77.1% |