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 | $132,644 | $78,422+69.1% | $95,952+38.2% | $79,858+66.1% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 11.06% | 19.37%-8.3pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,330 | $1,945+19.8% | $2,541-8.3% | $2,471-5.7% |
| Participant deferral / active EE | $4,684 | $3,440+36.2% | $4,167+12.4% | $3,740+25.2% |
| Admin fee / account holder | $35,356 | $5,622+528.9% | $6,795+420.3% | $5,306+566.3% |