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 | $132,964 | $81,248+63.7% | $155,509-14.5% | $80,856+64.4% |
| Participation rate | 77.4% | 66.2%+11.2pp | 78.2%-0.8pp | 67.6%+9.8pp |
| Annual return | 11.75% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,765 | $3,100+85.9% | $4,672+23.4% | $2,755+109.3% |
| Participant deferral / active EE | $5,632 | $3,452+63.2% | $5,626+0.1% | $4,296+31.1% |
| Admin fee / account holder | $20,023 | $7,997+150.4% | $15,912+25.8% | $6,918+189.4% |