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 | $131,271 | $87,013+50.9% | $106,213+23.6% | $80,856+62.4% |
| Participation rate | 96.5% | 70.4%+26.1pp | 75.3%+21.2pp | 67.6%+28.9pp |
| Annual return | 14.87% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,818 | $2,395+59.4% | $3,171+20.4% | $2,755+38.6% |
| Participant deferral / active EE | $6,650 | $3,986+66.8% | $5,016+32.6% | $4,296+54.8% |
| Admin fee / account holder | $16,046 | $8,431+90.3% | $11,033+45.4% | $6,918+132.0% |