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 | $122,010 | $78,422+55.6% | $95,952+27.2% | $79,858+52.8% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | 12.61% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,401 | $1,945+23.5% | $2,541-5.5% | $2,471-2.8% |
| Participant deferral / active EE | $7,866 | $3,440+128.7% | $4,167+88.8% | $3,740+110.3% |
| Admin fee / account holder | $10,193 | $5,622+81.3% | $6,795+50.0% | $5,306+92.1% |