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 | $142,052 | $81,460+74.4% | $103,333+37.5% | $80,856+75.7% |
| Participation rate | 88.4% | 66.8%+21.6pp | 74.5%+13.9pp | 67.6%+20.8pp |
| Annual return | 14.23% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,119 | $3,105+32.7% | $3,868+6.5% | $2,755+49.5% |
| Participant deferral / active EE | $4,334 | $3,869+12.0% | $5,057-14.3% | $4,296+0.9% |
| Admin fee / account holder | $3,901 | $6,566-40.6% | $8,355-53.3% | $6,918-43.6% |