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 | $127,772 | $72,492+76.3% | $87,100+46.7% | $72,985+75.1% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 18.60% | 24.46%-5.9pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $5,204 | $1,894+174.8% | $2,521+106.4% | $2,440+113.3% |
| Participant deferral / active EE | $10,159 | $3,270+210.7% | $4,049+150.9% | $3,607+181.6% |
| Admin fee / account holder | $16,759 | $5,055+231.5% | $7,497+123.5% | $5,124+227.0% |