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 | $127,535 | $78,422+62.6% | $95,952+32.9% | $79,858+59.7% |
| Participation rate | 90.7% | 73.5%+17.3pp | 77.1%+13.7pp | 69.6%+21.1pp |
| Annual return | 11.83% | 19.37%-7.5pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,270 | $1,945-34.7% | $2,541-50.0% | $2,471-48.6% |
| Participant deferral / active EE | $6,167 | $3,440+79.3% | $4,167+48.0% | $3,740+64.9% |
| Admin fee / account holder | $6,667 | $5,622+18.6% | $6,795-1.9% | $5,306+25.6% |