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 | $123,258 | $72,277+70.5% | $101,248+21.7% | $79,858+54.3% |
| Participation rate | 77.5% | 68.5%+9.0pp | 75.8%+1.7pp | 69.6%+7.9pp |
| Annual return | 14.43% | 22.30%-7.9pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,382 | $2,692+62.8% | $3,660+19.7% | $2,471+77.4% |
| Participant deferral / active EE | $3,308 | $3,282+0.8% | $4,370-24.3% | $3,740-11.6% |
| Admin fee / account holder | $7,160 | $4,400+62.7% | $5,945+20.4% | $5,306+34.9% |