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 | $135,216 | $99,633+35.7% | $183,328-26.2% | $82,448+64.0% |
| Participation rate | 97.5% | 70.8%+26.7pp | 77.3%+20.2pp | 68.1%+29.4pp |
| Annual return | 15.65% | 17.84%-2.2pp | 29.67%-14.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $6,864 | $3,256+110.8% | $5,055+35.8% | $2,551+169.1% |
| Participant deferral / active EE | $11,080 | $4,938+124.4% | $6,795+63.1% | $4,139+167.7% |
| Admin fee / account holder | $18,332 | $9,934+84.5% | $21,427-14.4% | $7,234+153.4% |