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 | $137,088 | $95,453+43.6% | $112,040+22.4% | $82,448+66.3% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 24.61% | 23.92%+0.7pp | 24.52%+0.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $3,309 | $2,318+42.8% | $2,954+12.0% | $2,551+29.7% |
| Participant deferral / active EE | $7,592 | $4,224+79.8% | $5,098+48.9% | $4,139+83.4% |
| Admin fee / account holder | $23,363 | $9,013+159.2% | $12,098+93.1% | $7,234+222.9% |