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 | $134,502 | $78,422+71.5% | $95,952+40.2% | $79,858+68.4% |
| Participation rate | 93.6% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+24.0pp |
| Annual return | 21.70% | 19.37%+2.3pp | 91.61%-69.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,962 | $1,945+52.3% | $2,541+16.6% | $2,471+19.9% |
| Participant deferral / active EE | $8,869 | $3,440+157.8% | $4,167+112.9% | $3,740+137.1% |
| Admin fee / account holder | $8,274 | $5,622+47.2% | $6,795+21.8% | $5,306+55.9% |