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 | $128,816 | $72,492+77.7% | $87,100+47.9% | $72,985+76.5% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 18.33% | 24.46%-6.1pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $4,511 | $1,894+138.2% | $2,521+78.9% | $2,440+84.9% |
| Participant deferral / active EE | $3,823 | $3,270+16.9% | $4,049-5.6% | $3,607+6.0% |
| Admin fee / account holder | $6,768 | $5,055+33.9% | $7,497-9.7% | $5,124+32.1% |