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 | $114,701 | $72,277+58.7% | $101,248+13.3% | $79,858+43.6% |
| Participation rate | 90.2% | 68.5%+21.8pp | 75.8%+14.4pp | 69.6%+20.6pp |
| Annual return | 19.18% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,110 | $2,692+15.5% | $3,660-15.0% | $2,471+25.9% |
| Participant deferral / active EE | $7,059 | $3,282+115.1% | $4,370+61.5% | $3,740+88.8% |
| Admin fee / account holder | $529 | $4,400-88.0% | $5,945-91.1% | $5,306-90.0% |