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 | $127,562 | $78,672+62.1% | $109,143+16.9% | $85,850+48.6% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 13.20% | 25.09%-11.9pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $13,308 | $2,735+386.6% | $3,722+257.5% | $2,565+418.8% |
| Participant deferral / active EE | $5,288 | $3,467+52.5% | $4,653+13.6% | $3,952+33.8% |
| Admin fee / account holder | $1,182 | $5,469-78.4% | $6,752-82.5% | $6,260-81.1% |