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 | $128,081 | $72,492+76.7% | $87,100+47.1% | $72,985+75.5% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 24.16% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $6,678 | $1,894+252.6% | $2,521+164.8% | $2,440+173.7% |
| Participant deferral / active EE | $7,765 | $3,270+137.5% | $4,049+91.8% | $3,607+115.2% |
| Admin fee / account holder | $21,843 | $5,055+332.1% | $7,497+191.4% | $5,124+326.3% |