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 | $126,260 | $72,277+74.7% | $101,248+24.7% | $79,858+58.1% |
| Participation rate | 71.2% | 68.5%+2.8pp | 75.8%-4.6pp | 69.6%+1.6pp |
| Annual return | 15.00% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,370 | $2,692+62.4% | $3,660+19.4% | $2,471+76.9% |
| Participant deferral / active EE | $3,319 | $3,282+1.1% | $4,370-24.0% | $3,740-11.3% |
| Admin fee / account holder | $638 | $4,400-85.5% | $5,945-89.3% | $5,306-88.0% |