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 | $98,319 | $57,354+71.4% | $83,848+17.3% | $64,186+53.2% |
| Participation rate | 80.8% | 68.6%+12.2pp | 76.1%+4.6pp | 69.6%+11.2pp |
| Annual return | 5.33% | 11.38%-6.0pp | 850.88%-845.5pp | 7.63%-2.3pp |
| Employer contribution / active EE | $11,538 | $2,545+353.3% | $3,631+217.8% | $2,381+384.6% |
| Participant deferral / active EE | $1,534 | $2,993-48.8% | $4,082-62.4% | $3,470-55.8% |
| Admin fee / account holder | $3,970 | $4,046-1.9% | $5,478-27.5% | $4,888-18.8% |