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 | $128,705 | $71,057+81.1% | $93,654+37.4% | $80,874+59.1% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.6%+23.3pp |
| Annual return | 13.45% | 11.26%+2.2pp | 133.34%-119.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,411 | $1,564+54.2% | $2,421-0.4% | $2,756-12.5% |
| Participant deferral / active EE | $1,661 | $4,034-58.8% | $4,413-62.4% | $4,297-61.4% |
| Admin fee / account holder | $6,734 | $6,944-3.0% | $8,282-18.7% | $6,935-2.9% |