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 | $121,736 | $76,367+59.4% | $93,606+30.1% | $72,985+66.8% |
| Participation rate | 87.8% | 71.7%+16.0pp | 75.8%+11.9pp | 69.5%+18.3pp |
| Annual return | 20.43% | 25.82%-5.4pp | 32.76%-12.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,783 | $2,275+66.3% | $2,718+39.2% | $2,440+55.1% |
| Participant deferral / active EE | $7,239 | $3,538+104.6% | $4,069+77.9% | $3,607+100.7% |
| Admin fee / account holder | $15,116 | $6,838+121.1% | $7,888+91.6% | $5,124+195.0% |