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 | $118,156 | $70,428+67.8% | $96,562+22.4% | $85,850+37.6% |
| Participation rate | 87.1% | 61.8%+25.3pp | 69.8%+17.3pp | 69.3%+17.8pp |
| Annual return | 15.87% | 18.59%-2.7pp | 37.78%-21.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $6,133 | $1,413+334.0% | $2,356+160.2% | $2,565+139.1% |
| Participant deferral / active EE | $6,346 | $2,894+119.3% | $3,849+64.9% | $3,952+60.6% |
| Admin fee / account holder | $9,516 | $4,997+90.4% | $6,181+54.0% | $6,260+52.0% |