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 | $136,926 | $95,453+43.4% | $112,040+22.2% | $82,448+66.1% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.5%+15.6pp | 68.1%+24.0pp |
| Annual return | 14.47% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,016 | $2,318+30.1% | $2,954+2.1% | $2,551+18.2% |
| Participant deferral / active EE | $5,655 | $4,224+33.9% | $5,098+10.9% | $4,139+36.6% |
| Admin fee / account holder | $26,036 | $9,013+188.9% | $12,098+115.2% | $7,234+259.9% |