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 | $124,230 | $72,277+71.9% | $101,248+22.7% | $79,858+55.6% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | 13.58% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,217 | $2,692-17.6% | $3,660-39.4% | $2,471-10.3% |
| Participant deferral / active EE | $7,500 | $3,282+128.5% | $4,370+71.6% | $3,740+100.5% |
| Admin fee / account holder | $736 | $4,400-83.3% | $5,945-87.6% | $5,306-86.1% |