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 | $133,347 | $95,453+39.7% | $112,040+19.0% | $82,448+61.7% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.5%+1.3pp | 68.1%+9.7pp |
| Annual return | 13.54% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,845 | $2,318+65.9% | $2,954+30.2% | $2,551+50.7% |
| Participant deferral / active EE | $5,215 | $4,224+23.5% | $5,098+2.3% | $4,139+26.0% |
| Admin fee / account holder | $28,543 | $9,013+216.7% | $12,098+135.9% | $7,234+294.5% |