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 | $123,457 | $68,547+80.1% | $120,354+2.6% | $80,856+52.7% |
| Participation rate | 78.4% | 61.6%+16.8pp | 71.9%+6.5pp | 67.6%+10.7pp |
| Annual return | 16.51% | 23.60%-7.1pp | 107.15%-90.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,797 | $2,051+36.3% | $3,463-19.2% | $2,755+1.5% |
| Participant deferral / active EE | $4,565 | $3,173+43.9% | $4,991-8.5% | $4,296+6.3% |
| Admin fee / account holder | $12,504 | $5,732+118.1% | $9,423+32.7% | $6,918+80.7% |