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 | $130,383 | $58,851+121.5% | $115,157+13.2% | $72,985+78.6% |
| Participation rate | 80.6% | 65.5%+15.1pp | 75.9%+4.7pp | 69.5%+11.2pp |
| Annual return | 20.58% | 23.16%-2.6pp | 35.60%-15.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,727 | $1,798+51.7% | $3,179-14.2% | $2,440+11.8% |
| Participant deferral / active EE | $4,293 | $2,643+62.4% | $4,168+3.0% | $3,607+19.0% |
| Admin fee / account holder | $2,754 | $6,370-56.8% | $7,088-61.1% | $5,124-46.3% |