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 | $129,208 | $86,929+48.6% | $102,423+26.2% | $80,856+59.8% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.6%+16.8pp |
| Annual return | 18.91% | 18.88%0pp | 29.32%-10.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,398 | $2,369+127.8% | $3,023+78.5% | $2,755+95.9% |
| Participant deferral / active EE | $10,613 | $4,118+157.7% | $5,053+110.0% | $4,296+147.1% |
| Admin fee / account holder | $1,807 | $8,049-77.6% | $9,451-80.9% | $6,918-73.9% |