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 | $119,389 | $76,407+56.3% | $150,298-20.6% | $82,448+44.8% |
| Participation rate | 97.2% | 66.4%+30.8pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 16.23% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $7,254 | $2,614+177.5% | $4,154+74.6% | $2,551+184.3% |
| Participant deferral / active EE | $9,843 | $3,214+206.2% | $5,453+80.5% | $4,139+137.8% |
| Admin fee / account holder | $2,271 | $6,352-64.2% | $14,116-83.9% | $7,234-68.6% |