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 | $137,020 | $78,672+74.2% | $109,143+25.5% | $85,850+59.6% |
| Participation rate | 86.5% | 68.3%+18.2pp | 75.9%+10.6pp | 69.3%+17.2pp |
| Annual return | 14.77% | 25.09%-10.3pp | 25.75%-11.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,107 | $2,735+13.6% | $3,722-16.5% | $2,565+21.1% |
| Participant deferral / active EE | $5,539 | $3,467+59.8% | $4,653+19.0% | $3,952+40.2% |
| Admin fee / account holder | $3,364 | $5,469-38.5% | $6,752-50.2% | $6,260-46.3% |