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 | $125,999 | $86,929+44.9% | $102,423+23.0% | $80,856+55.8% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.6%+20.9pp |
| Annual return | 20.03% | 18.88%+1.1pp | 29.32%-9.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $4,963 | $2,369+109.5% | $3,023+64.1% | $2,755+80.1% |
| Participant deferral / active EE | $4,635 | $4,118+12.5% | $5,053-8.3% | $4,296+7.9% |
| Admin fee / account holder | $29,106 | $8,049+261.6% | $9,451+208.0% | $6,918+320.7% |