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 | $120,650 | $89,355+35.0% | $141,162-14.5% | $72,985+65.3% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 22.18% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $4,352 | $3,114+39.7% | $4,735-8.1% | $2,440+78.4% |
| Participant deferral / active EE | $10,409 | $5,418+92.1% | $6,709+55.1% | $3,607+188.5% |
| Admin fee / account holder | $2,925 | $5,958-50.9% | $10,261-71.5% | $5,124-42.9% |