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 | $123,341 | $87,013+41.8% | $106,213+16.1% | $80,856+52.5% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.3%+20.0pp | 67.6%+27.6pp |
| Annual return | 33.27% | 17.05%+16.2pp | 116.14%-82.9pp | 35.59%-2.3pp |
| Employer contribution / active EE | $3,273 | $2,395+36.6% | $3,171+3.2% | $2,755+18.8% |
| Participant deferral / active EE | $8,617 | $3,986+116.2% | $5,016+71.8% | $4,296+100.6% |
| Admin fee / account holder | $6,453 | $8,431-23.5% | $11,033-41.5% | $6,918-6.7% |