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 | $129,787 | $95,803+35.5% | $113,168+14.7% | $84,808+53.0% |
| Participation rate | 98.5% | 72.9%+25.7pp | 76.6%+22.0pp | 68.3%+30.2pp |
| Annual return | 14.36% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,757 | $2,360+59.2% | $2,975+26.3% | $2,631+42.8% |
| Participant deferral / active EE | $8,536 | $4,242+101.2% | $5,107+67.1% | $4,212+102.7% |
| Admin fee / account holder | $6,114 | $8,989-32.0% | $12,068-49.3% | $7,344-16.7% |