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 | $133,399 | $81,248+64.2% | $155,509-14.2% | $80,856+65.0% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 11.61% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,430 | $3,100+139.6% | $4,672+59.0% | $2,755+169.7% |
| Participant deferral / active EE | $3,557 | $3,452+3.1% | $5,626-36.8% | $4,296-17.2% |
| Admin fee / account holder | $23,614 | $7,997+195.3% | $15,912+48.4% | $6,918+241.3% |