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 | $135,765 | $108,825+24.8% | $156,181-13.1% | $82,448+64.7% |
| Participation rate | 84.2% | 72.4%+11.8pp | 78.8%+5.4pp | 68.1%+16.1pp |
| Annual return | 13.33% | 20.59%-7.3pp | 64.87%-51.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,401 | $2,870+53.3% | $4,294+2.5% | $2,551+72.5% |
| Participant deferral / active EE | $9,811 | $4,577+114.3% | $6,132+60.0% | $4,139+137.0% |
| Admin fee / account holder | $39,837 | $9,341+326.5% | $14,586+173.1% | $7,234+450.7% |