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 | $125,346 | $78,422+59.8% | $95,952+30.6% | $79,858+57.0% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+28.0pp |
| Annual return | 11.52% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,498 | $1,945+28.4% | $2,541-1.7% | $2,471+1.1% |
| Participant deferral / active EE | $6,840 | $3,440+98.8% | $4,167+64.1% | $3,740+82.9% |
| Admin fee / account holder | $36,686 | $5,622+552.5% | $6,795+439.9% | $5,306+591.4% |