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 | $125,760 | $99,985+25.8% | $146,665-14.3% | $85,850+46.5% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 14.87% | 18.93%-4.1pp | 22.74%-7.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4,092 | $2,559+59.9% | $4,136-1.1% | $2,565+59.5% |
| Participant deferral / active EE | $6,934 | $4,006+73.1% | $5,506+25.9% | $3,952+75.5% |
| Admin fee / account holder | $4,138 | $7,702-46.3% | $10,280-59.8% | $6,260-33.9% |