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 | $130,167 | $95,416+36.4% | $185,823-30.0% | $85,850+51.6% |
| Participation rate | 78.6% | 68.8%+9.8pp | 81.7%-3.1pp | 69.3%+9.3pp |
| Annual return | 13.27% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $5,156 | $3,314+55.6% | $5,167-0.2% | $2,565+101.0% |
| Participant deferral / active EE | $4,021 | $3,423+17.5% | $5,568-27.8% | $3,952+1.8% |
| Admin fee / account holder | $2,717 | $7,213-62.3% | $16,237-83.3% | $6,260-56.6% |