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 | $135,853 | $88,360+53.8% | $145,433-6.6% | $67,986+99.8% |
| Participation rate | 92.4% | 65.5%+26.9pp | 82.1%+10.3pp | 57.2%+35.2pp |
| Annual return | 16.11% | 63.15%-47.0pp | 66.58%-50.5pp | 31.67%-15.6pp |
| Employer contribution / active EE | $2,145 | $3,054-29.8% | $4,554-52.9% | $2,019+6.2% |
| Participant deferral / active EE | $7,157 | $5,932+20.7% | $7,897-9.4% | $3,358+113.1% |
| Admin fee / account holder | $4,101 | $3,313+23.8% | $13,129-68.8% | $3,203+28.0% |