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 | $117,964 | $74,927+57.4% | $101,794+15.9% | $84,808+39.1% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.2%+23.1pp | 68.3%+24.0pp |
| Annual return | 31.27% | 18.70%+12.6pp | 30.53%+0.7pp | 40.90%-9.6pp |
| Employer contribution / active EE | $2,535 | $1,522+66.5% | $2,289+10.7% | $2,631-3.7% |
| Participant deferral / active EE | $5,375 | $3,099+73.4% | $4,084+31.6% | $4,212+27.6% |
| Admin fee / account holder | $449 | $6,514-93.1% | $8,777-94.9% | $7,344-93.9% |