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 | $126,843 | $81,460+55.7% | $103,333+22.8% | $80,856+56.9% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.6%+19.5pp |
| Annual return | 15.00% | 25.55%-10.5pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,802 | $3,105+22.4% | $3,868-1.7% | $2,755+38.0% |
| Participant deferral / active EE | $10,971 | $3,869+183.6% | $5,057+116.9% | $4,296+155.4% |
| Admin fee / account holder | $10,647 | $6,566+62.1% | $8,355+27.4% | $6,918+53.9% |