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 | $127,940 | $80,673+58.6% | $101,326+26.3% | $84,808+50.9% |
| Participation rate | 73.8% | 77.8%-4.0pp | 81.5%-7.7pp | 68.3%+5.5pp |
| Annual return | 16.68% | 38.95%-22.3pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,503 | $2,698+66.9% | $3,665+22.8% | $2,631+71.1% |
| Participant deferral / active EE | $9,935 | $6,840+45.2% | $7,994+24.3% | $4,212+135.9% |
| Admin fee / account holder | $5,584 | $12,784-56.3% | $11,185-50.1% | $7,344-24.0% |