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 | $141,205 | $92,222+53.1% | $76,768+83.9% | $135,375+4.3% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | 9.82% | 5.46%+4.4pp | 2.43%+7.4pp | 519.73%-509.9pp |
| Employer contribution / active EE | $4,570 | $3,216+42.1% | $2,485+83.9% | $4,779-4.4% |
| Participant deferral / active EE | $6,267 | $4,509+39.0% | $3,852+62.7% | $5,609+11.7% |
| Admin fee / account holder | $1,241 | $10,748-88.5% | $6,675-81.4% | $10,827-88.5% |