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 | $125,303 | $87,013+44.0% | $106,213+18.0% | $80,856+55.0% |
| Participation rate | 88.5% | 70.4%+18.0pp | 75.3%+13.2pp | 67.6%+20.8pp |
| Annual return | 13.72% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,300 | $2,395-45.7% | $3,171-59.0% | $2,755-52.8% |
| Participant deferral / active EE | $3,271 | $3,986-17.9% | $5,016-34.8% | $4,296-23.9% |
| Admin fee / account holder | $1,152 | $8,431-86.3% | $11,033-89.6% | $6,918-83.3% |