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 | $138,992 | $86,929+59.9% | $102,423+35.7% | $80,856+71.9% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 12.85% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,344 | $2,369+41.1% | $3,023+10.6% | $2,755+21.4% |
| Participant deferral / active EE | $6,737 | $4,118+63.6% | $5,053+33.3% | $4,296+56.8% |
| Admin fee / account holder | $15,298 | $8,049+90.1% | $9,451+61.9% | $6,918+121.1% |