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 | $127,628 | $77,899+63.8% | $149,673-14.7% | $75,163+69.8% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 13.81% | 31.72%-17.9pp | 134.42%-120.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $7,236 | $3,137+130.6% | $4,818+50.2% | $2,670+171.0% |
| Participant deferral / active EE | $6,453 | $3,411+89.2% | $5,680+13.6% | $4,125+56.4% |
| Admin fee / account holder | $4,793 | $5,956-19.5% | $13,210-63.7% | $5,651-15.2% |