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 | $134,866 | $48,277+179.4% | $67,511+99.8% | $80,874+66.8% |
| Participation rate | 84.0% | 66.4%+17.6pp | 72.9%+11.1pp | 67.6%+16.4pp |
| Annual return | 25.03% | 18.27%+6.8pp | 3517.41%-3492.4pp | 35.62%-10.6pp |
| Employer contribution / active EE | $1,879 | $2,021-7.0% | $2,733-31.2% | $2,756-31.8% |
| Participant deferral / active EE | $6,536 | $2,926+123.4% | $4,000+63.4% | $4,297+52.1% |
| Admin fee / account holder | $4,631 | $3,687+25.6% | $3,999+15.8% | $6,935-33.2% |