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 | $126,705 | $76,552+65.5% | $123,892+2.3% | $62,891+101.5% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 6.91% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,529 | $2,883+57.1% | $4,617-1.9% | $2,281+98.6% |
| Participant deferral / active EE | $6,962 | $4,840+43.8% | $5,984+16.3% | $3,203+117.4% |
| Admin fee / account holder | $19,379 | $4,826+301.6% | $8,357+131.9% | $4,296+351.1% |