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 | $135,544 | $76,367+77.5% | $93,606+44.8% | $72,985+85.7% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 22.11% | 25.82%-3.7pp | 32.76%-10.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,873 | $2,275+70.2% | $2,718+42.5% | $2,440+58.8% |
| Participant deferral / active EE | $4,091 | $3,538+15.6% | $4,069+0.5% | $3,607+13.4% |
| Admin fee / account holder | $8,281 | $6,838+21.1% | $7,888+5.0% | $5,124+61.6% |