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 | $154,764 | $89,355+73.2% | $141,162+9.6% | $72,985+112.1% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 20.41% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,045 | $3,114+62.0% | $4,735+6.5% | $2,440+106.8% |
| Participant deferral / active EE | $7,331 | $5,418+35.3% | $6,709+9.3% | $3,607+103.2% |
| Admin fee / account holder | $1,214 | $5,958-79.6% | $10,261-88.2% | $5,124-76.3% |