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 | $126,926 | $95,453+33.0% | $112,040+13.3% | $82,448+53.9% |
| Participation rate | 81.5% | 72.8%+8.8pp | 76.5%+5.0pp | 68.1%+13.5pp |
| Annual return | 23.30% | 23.92%-0.6pp | 24.52%-1.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $5,639 | $2,318+143.3% | $2,954+90.9% | $2,551+121.1% |
| Participant deferral / active EE | $12,485 | $4,224+195.6% | $5,098+144.9% | $4,139+201.6% |
| Admin fee / account holder | $11,002 | $9,013+22.1% | $12,098-9.1% | $7,234+52.1% |