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 9-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 | $118,120 | $89,753+31.6% | $107,525+9.9% | $84,808+39.3% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 18.71% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $8,930 | $3,113+186.8% | $3,754+137.9% | $2,631+239.4% |
| Participant deferral / active EE | $8,775 | $4,056+116.3% | $5,116+71.5% | $4,212+108.3% |
| Admin fee / account holder | $9,569 | $7,222+32.5% | $8,919+7.3% | $7,344+30.3% |