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 | $135,210 | $81,248+66.4% | $155,509-13.1% | $80,856+67.2% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 21.77% | 33.31%-11.5pp | 64.67%-42.9pp | 35.59%-13.8pp |
| Employer contribution / active EE | $9,647 | $3,100+211.2% | $4,672+106.5% | $2,755+250.2% |
| Participant deferral / active EE | $6,515 | $3,452+88.7% | $5,626+15.8% | $4,296+51.7% |
| Admin fee / account holder | $57,258 | $7,997+616.0% | $15,912+259.8% | $6,918+727.7% |