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 | $130,306 | $71,050+83.4% | $93,606+39.2% | $80,856+61.2% |
| Participation rate | 87.7% | 60.4%+27.3pp | 68.7%+19.0pp | 67.6%+20.1pp |
| Annual return | 17.60% | 11.26%+6.3pp | 133.20%-115.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,021 | $1,564+93.2% | $2,420+24.8% | $2,755+9.6% |
| Participant deferral / active EE | $5,173 | $4,034+28.2% | $4,411+17.3% | $4,296+20.4% |
| Admin fee / account holder | $19,324 | $6,945+178.3% | $8,285+133.2% | $6,918+179.3% |