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 | $136,200 | $86,929+56.7% | $102,423+33.0% | $80,856+68.4% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.1pp |
| Annual return | 12.56% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $822 | $2,369-65.3% | $3,023-72.8% | $2,755-70.2% |
| Participant deferral / active EE | $6,244 | $4,118+51.6% | $5,053+23.6% | $4,296+45.3% |
| Admin fee / account holder | $27,034 | $8,049+235.9% | $9,451+186.1% | $6,918+290.8% |