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 | $127,156 | $87,013+46.1% | $106,213+19.7% | $80,856+57.3% |
| Participation rate | 92.2% | 70.4%+21.8pp | 75.3%+16.9pp | 67.6%+24.5pp |
| Annual return | 11.92% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,877 | $2,395+145.4% | $3,171+85.3% | $2,755+113.3% |
| Participant deferral / active EE | $4,178 | $3,986+4.8% | $5,016-16.7% | $4,296-2.7% |
| Admin fee / account holder | $895 | $8,431-89.4% | $11,033-91.9% | $6,918-87.1% |