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 | $120,122 | $95,803+25.4% | $113,168+6.1% | $84,808+41.6% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 13.52% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,786 | $2,360+18.0% | $2,975-6.4% | $2,631+5.9% |
| Participant deferral / active EE | $6,474 | $4,242+52.6% | $5,107+26.8% | $4,212+53.7% |
| Admin fee / account holder | $757 | $8,989-91.6% | $12,068-93.7% | $7,344-89.7% |