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 | $118,078 | $64,480+83.1% | $81,382+45.1% | $80,856+46.0% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.5%+27.3pp | 67.6%+29.1pp |
| Annual return | 17.32% | 16.34%+1.0pp | 24.73%-7.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,778 | $1,978+141.5% | $2,463+94.0% | $2,755+73.5% |
| Participant deferral / active EE | $4,977 | $3,094+60.9% | $3,883+28.2% | $4,296+15.9% |
| Admin fee / account holder | $13,639 | $5,671+140.5% | $5,768+136.4% | $6,918+97.2% |