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 | $126,792 | $81,248+56.1% | $155,509-18.5% | $80,856+56.8% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 15.33% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $6,427 | $3,100+107.3% | $4,672+37.6% | $2,755+133.3% |
| Participant deferral / active EE | $5,844 | $3,452+69.3% | $5,626+3.9% | $4,296+36.1% |
| Admin fee / account holder | $27,231 | $7,997+240.5% | $15,912+71.1% | $6,918+293.6% |