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 | $128,551 | $95,803+34.2% | $113,168+13.6% | $84,808+51.6% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 23.04% | 25.00%-2.0pp | 24.27%-1.2pp | 40.90%-17.9pp |
| Employer contribution / active EE | $5,171 | $2,360+119.1% | $2,975+73.8% | $2,631+96.5% |
| Participant deferral / active EE | $4,560 | $4,242+7.5% | $5,107-10.7% | $4,212+8.3% |
| Admin fee / account holder | $90,920 | $8,989+911.5% | $12,068+653.4% | $7,344+1138.1% |