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 | $126,150 | $72,277+74.5% | $101,248+24.6% | $79,858+58.0% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.7pp | 69.6%+12.9pp |
| Annual return | 13.93% | 22.30%-8.4pp | 46.47%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,662 | $2,692-38.2% | $3,660-54.6% | $2,471-32.7% |
| Participant deferral / active EE | $3,785 | $3,282+15.3% | $4,370-13.4% | $3,740+1.2% |
| Admin fee / account holder | $846 | $4,400-80.8% | $5,945-85.8% | $5,306-84.1% |