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 | $137,369 | $89,355+53.7% | $141,162-2.7% | $72,985+88.2% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 21.04% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,243 | $3,114-28.0% | $4,735-52.6% | $2,440-8.1% |
| Participant deferral / active EE | $8,571 | $5,418+58.2% | $6,709+27.8% | $3,607+137.6% |
| Admin fee / account holder | $23,035 | $5,958+286.6% | $10,261+124.5% | $5,124+349.5% |