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 | $128,106 | $81,460+57.3% | $103,333+24.0% | $80,856+58.4% |
| Participation rate | 96.2% | 66.8%+29.4pp | 74.5%+21.7pp | 67.6%+28.6pp |
| Annual return | 11.64% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,020 | $3,105+61.7% | $3,868+29.8% | $2,755+82.2% |
| Participant deferral / active EE | $5,881 | $3,869+52.0% | $5,057+16.3% | $4,296+36.9% |
| Admin fee / account holder | $14,505 | $6,566+120.9% | $8,355+73.6% | $6,918+109.7% |