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 | $128,373 | $57,990+121.4% | $76,190+68.5% | $80,856+58.8% |
| Participation rate | 98.1% | 73.7%+24.4pp | 79.3%+18.9pp | 67.6%+30.5pp |
| Annual return | 13.37% | 15.89%-2.5pp | 13.78%-0.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $7,596 | $3,565+113.1% | $4,578+65.9% | $2,755+175.7% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $5,474-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,884 | $5,668-31.5% | $5,123-24.2% | $6,918-43.9% |