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 | $121,102 | $86,929+39.3% | $102,423+18.2% | $80,856+49.8% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 12.06% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,150 | $2,369+75.2% | $3,023+37.3% | $2,755+50.6% |
| Participant deferral / active EE | $9,039 | $4,118+119.5% | $5,053+78.9% | $4,296+110.4% |
| Admin fee / account holder | $21,699 | $8,049+169.6% | $9,451+129.6% | $6,918+213.7% |