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 | $141,112 | $78,422+79.9% | $95,952+47.1% | $79,858+76.7% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 13.93% | 19.37%-5.4pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $5,550 | $1,945+185.4% | $2,541+118.4% | $2,471+124.6% |
| Participant deferral / active EE | $4,497 | $3,440+30.7% | $4,167+7.9% | $3,740+20.2% |
| Admin fee / account holder | $23,707 | $5,622+321.7% | $6,795+248.9% | $5,306+346.8% |