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 | $117,076 | $78,422+49.3% | $95,952+22.0% | $79,858+46.6% |
| Participation rate | 80.7% | 73.5%+7.2pp | 77.1%+3.6pp | 69.6%+11.1pp |
| Annual return | 14.35% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,496 | $1,945+28.3% | $2,541-1.8% | $2,471+1.0% |
| Participant deferral / active EE | $5,898 | $3,440+71.5% | $4,167+41.5% | $3,740+57.7% |
| Admin fee / account holder | $9,000 | $5,622+60.1% | $6,795+32.4% | $5,306+69.6% |