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 | $121,868 | $64,480+89.0% | $81,382+49.7% | $80,856+50.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.12% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,172 | $1,978+110.9% | $2,463+69.4% | $2,755+51.4% |
| Participant deferral / active EE | $5,632 | $3,094+82.0% | $3,883+45.0% | $4,296+31.1% |
| Admin fee / account holder | $7,618 | $5,671+34.3% | $5,768+32.1% | $6,918+10.1% |