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 | $133,285 | $67,606+97.1% | $82,313+61.9% | $70,131+90.1% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 18.29% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,089 | $1,755+19.1% | $2,428-14.0% | $2,342-10.8% |
| Participant deferral / active EE | $4,408 | $2,987+47.6% | $3,706+18.9% | $3,332+32.3% |
| Admin fee / account holder | $22,063 | $4,512+389.0% | $5,608+293.4% | $4,645+375.0% |