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 | $130,472 | $81,460+60.2% | $103,333+26.3% | $80,856+61.4% |
| Participation rate | 75.8% | 66.8%+8.9pp | 74.5%+1.2pp | 67.6%+8.1pp |
| Annual return | 12.57% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6,157 | $3,105+98.3% | $3,868+59.2% | $2,755+123.5% |
| Participant deferral / active EE | $7,253 | $3,869+87.5% | $5,057+43.4% | $4,296+68.8% |
| Admin fee / account holder | $46,354 | $6,566+605.9% | $8,355+454.8% | $6,918+570.0% |