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 | $144,446 | $76,552+88.7% | $123,892+16.6% | $62,891+129.7% |
| Participation rate | 86.4% | 73.0%+13.4pp | 81.4%+5.0pp | 69.3%+17.1pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $5,662 | $2,883+96.4% | $4,617+22.6% | $2,281+148.2% |
| Participant deferral / active EE | $8,613 | $4,840+78.0% | $5,984+43.9% | $3,203+168.9% |
| Admin fee / account holder | $6,709 | $4,826+39.0% | $8,357-19.7% | $4,296+56.2% |