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 | $143,522 | $107,452+33.6% | $91,541+56.8% | $142,382+0.8% |
| Participation rate | 95.7% | 75.1%+20.6pp | 69.8%+25.9pp | 80.1%+15.5pp |
| Annual return | 19.81% | 22.06%-2.2pp | 20.50%-0.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,961 | $2,994-1.1% | $2,505+18.2% | $4,299-31.1% |
| Participant deferral / active EE | $8,505 | $4,754+78.9% | $4,008+112.2% | $6,507+30.7% |
| Admin fee / account holder | $10,811 | $8,834+22.4% | $6,956+55.4% | $12,624-14.4% |