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 | $125,432 | $86,929+44.3% | $102,423+22.5% | $80,856+55.1% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 12.65% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,409 | $2,369+43.9% | $3,023+12.8% | $2,755+23.7% |
| Participant deferral / active EE | $6,680 | $4,118+62.2% | $5,053+32.2% | $4,296+55.5% |
| Admin fee / account holder | $12,444 | $8,049+54.6% | $9,451+31.7% | $6,918+79.9% |