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 | $133,468 | $78,422+70.2% | $95,952+39.1% | $79,858+67.1% |
| Participation rate | 78.9% | 73.5%+5.5pp | 77.1%+1.9pp | 69.6%+9.3pp |
| Annual return | 15.80% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,222 | $1,945+14.2% | $2,541-12.6% | $2,471-10.1% |
| Participant deferral / active EE | $4,854 | $3,440+41.1% | $4,167+16.5% | $3,740+29.8% |
| Admin fee / account holder | $13,753 | $5,622+144.6% | $6,795+102.4% | $5,306+159.2% |