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 | $138,282 | $78,520+76.1% | $96,576+43.2% | $82,448+67.7% |
| Participation rate | 90.6% | 77.7%+12.9pp | 81.4%+9.2pp | 68.1%+22.6pp |
| Annual return | 15.78% | 41.30%-25.5pp | 38.47%-22.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,323 | $2,630+26.4% | $3,553-6.5% | $2,551+30.3% |
| Participant deferral / active EE | $9,905 | $6,754+46.6% | $7,956+24.5% | $4,139+139.3% |
| Admin fee / account holder | $15,196 | $13,455+12.9% | $11,381+33.5% | $7,234+110.1% |