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 | $132,157 | $86,929+52.0% | $102,423+29.0% | $80,856+63.4% |
| Participation rate | 96.9% | 72.4%+24.6pp | 76.5%+20.4pp | 67.6%+29.3pp |
| Annual return | 14.33% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,947 | $2,369+108.8% | $3,023+63.6% | $2,755+79.6% |
| Participant deferral / active EE | $10,474 | $4,118+154.3% | $5,053+107.3% | $4,296+143.8% |
| Admin fee / account holder | $18,693 | $8,049+132.2% | $9,451+97.8% | $6,918+170.2% |