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 4-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 | $114,685 | $86,929+31.9% | $102,423+12.0% | $80,856+41.8% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.6%+28.0pp |
| Annual return | 12.62% | 18.88%-6.3pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $7,423 | $2,369+213.3% | $3,023+145.5% | $2,755+169.4% |
| Participant deferral / active EE | $7,447 | $4,118+80.8% | $5,053+47.4% | $4,296+73.4% |
| Admin fee / account holder | $19,078 | $8,049+137.0% | $9,451+101.9% | $6,918+175.8% |