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 | $145,771 | $81,460+78.9% | $103,333+41.1% | $80,856+80.3% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.6%+5.6pp |
| Annual return | 16.15% | 25.55%-9.4pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,385 | $3,105-23.2% | $3,868-38.3% | $2,755-13.4% |
| Participant deferral / active EE | $9,575 | $3,869+147.5% | $5,057+89.3% | $4,296+122.9% |
| Admin fee / account holder | $4,762 | $6,566-27.5% | $8,355-43.0% | $6,918-31.2% |