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 | $141,270 | $78,422+80.1% | $95,952+47.2% | $79,858+76.9% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 14.43% | 19.37%-4.9pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,315 | $1,945-32.4% | $2,541-48.3% | $2,471-46.8% |
| Participant deferral / active EE | $3,959 | $3,440+15.1% | $4,167-5.0% | $3,740+5.9% |
| Admin fee / account holder | $4,044 | $5,622-28.1% | $6,795-40.5% | $5,306-23.8% |