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 | $125,576 | $77,896+61.2% | $134,172-6.4% | $82,448+52.3% |
| Participation rate | 83.5% | 62.8%+20.7pp | 72.5%+11.0pp | 68.1%+15.4pp |
| Annual return | 15.36% | 18.21%-2.9pp | 25.30%-9.9pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,028 | $2,159+86.6% | $3,420+17.8% | $2,551+57.9% |
| Participant deferral / active EE | $6,001 | $3,162+89.8% | $4,690+27.9% | $4,139+45.0% |
| Admin fee / account holder | $3,067 | $6,336-51.6% | $12,016-74.5% | $7,234-57.6% |