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 | $125,865 | $81,460+54.5% | $103,333+21.8% | $80,856+55.7% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.6%+26.8pp |
| Annual return | 18.68% | 25.55%-6.9pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $5,972 | $3,105+92.3% | $3,868+54.4% | $2,755+116.8% |
| Participant deferral / active EE | $3,268 | $3,869-15.5% | $5,057-35.4% | $4,296-23.9% |
| Admin fee / account holder | $659 | $6,566-90.0% | $8,355-92.1% | $6,918-90.5% |