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 | $115,917 | $72,277+60.4% | $101,248+14.5% | $79,858+45.2% |
| Participation rate | 85.3% | 68.5%+16.8pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | 19.33% | 22.30%-3.0pp | 46.47%-27.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,159 | $2,692+17.4% | $3,660-13.7% | $2,471+27.8% |
| Participant deferral / active EE | $7,365 | $3,282+124.4% | $4,370+68.5% | $3,740+96.9% |
| Admin fee / account holder | $442 | $4,400-90.0% | $5,945-92.6% | $5,306-91.7% |