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 | $123,653 | $79,944+54.7% | $98,439+25.6% | $75,163+64.5% |
| Participation rate | 91.9% | 70.4%+21.5pp | 75.2%+16.7pp | 67.2%+24.7pp |
| Annual return | 19.51% | 19.75%-0.2pp | 21.16%-1.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $918 | $2,264-59.5% | $3,048-69.9% | $2,670-65.6% |
| Participant deferral / active EE | $7,049 | $3,752+87.9% | $4,738+48.8% | $4,125+70.9% |
| Admin fee / account holder | $7,852 | $6,840+14.8% | $8,948-12.2% | $5,651+39.0% |