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 | $139,296 | $49,915+179.1% | $154,803-10.0% | $74,304+87.5% |
| Participation rate | 86.1% | 54.0%+32.2pp | 78.1%+8.1pp | 60.3%+25.8pp |
| Annual return | 19.71% | 34.06%-14.3pp | 58.88%-39.2pp | 29.43%-9.7pp |
| Employer contribution / active EE | $7,565 | $1,611+369.5% | $4,305+75.7% | $2,241+237.5% |
| Participant deferral / active EE | $5,664 | $2,255+151.2% | $5,540+2.2% | $3,767+50.4% |
| Admin fee / account holder | $1,061 | $2,189-51.5% | $14,329-92.6% | $2,969-64.3% |