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 | $130,025 | $86,286+50.7% | $111,297+16.8% | $85,850+51.5% |
| Participation rate | 95.2% | 73.3%+21.9pp | 77.3%+17.9pp | 69.3%+25.9pp |
| Annual return | 25.73% | 19.99%+5.7pp | 54.65%-28.9pp | 318.53%-292.8pp |
| Employer contribution / active EE | $1,276 | $2,043-37.6% | $2,731-53.3% | $2,565-50.3% |
| Participant deferral / active EE | $5,970 | $3,641+64.0% | $4,487+33.0% | $3,952+51.1% |
| Admin fee / account holder | $16,957 | $8,188+107.1% | $7,964+112.9% | $6,260+170.9% |