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 | $141,325 | $96,128+47.0% | $136,007+3.9% | $80,856+74.8% |
| Participation rate | 83.3% | 71.2%+12.1pp | 76.5%+6.9pp | 67.6%+15.7pp |
| Annual return | 15.12% | 28.71%-13.6pp | 579.32%-564.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,270 | $3,351-32.3% | $4,217-46.2% | $2,755-17.6% |
| Participant deferral / active EE | $10,295 | $5,709+80.3% | $7,025+46.6% | $4,296+139.7% |
| Admin fee / account holder | $3,072 | $8,236-62.7% | $6,858-55.2% | $6,918-55.6% |