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 | $142,381 | $94,625+50.5% | $116,228+22.5% | $84,808+67.9% |
| Participation rate | 85.2% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.9pp |
| Annual return | 14.56% | 20.40%-5.8pp | 90.06%-75.5pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,024 | $2,347+28.9% | $2,994+1.0% | $2,631+14.9% |
| Participant deferral / active EE | $5,182 | $3,972+30.5% | $4,953+4.6% | $4,212+23.0% |
| Admin fee / account holder | $5,505 | $10,091-45.4% | $11,989-54.1% | $7,344-25.0% |