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 | $127,833 | $65,365+95.6% | $92,893+37.6% | $72,985+75.1% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 26.11% | 42.10%-16.0pp | 109.41%-83.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,862 | $2,594+10.3% | $3,653-21.6% | $2,440+17.3% |
| Participant deferral / active EE | $2,025 | $3,128-35.3% | $4,236-52.2% | $3,607-43.9% |
| Admin fee / account holder | $17,970 | $4,251+322.7% | $5,794+210.2% | $5,124+250.7% |