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 | $125,007 | $88,370+41.5% | $112,977+10.6% | $79,858+56.5% |
| Participation rate | 71.0% | 76.8%-5.8pp | 82.6%-11.6pp | 69.6%+1.3pp |
| Annual return | 17.99% | 23.16%-5.2pp | 24.24%-6.2pp | 31.71%-13.7pp |
| Employer contribution / active EE | $5,541 | $3,398+63.1% | $4,255+30.2% | $2,471+124.3% |
| Participant deferral / active EE | $4,478 | $4,536-1.3% | $5,836-23.3% | $3,740+19.7% |
| Admin fee / account holder | $6,669 | $5,750+16.0% | $6,294+6.0% | $5,306+25.7% |