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 | $118,704 | $108,825+9.1% | $156,181-24.0% | $82,448+44.0% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 17.97% | 20.59%-2.6pp | 64.87%-46.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $5,137 | $2,870+79.0% | $4,294+19.6% | $2,551+101.4% |
| Participant deferral / active EE | $11,491 | $4,577+151.0% | $6,132+87.4% | $4,139+177.6% |
| Admin fee / account holder | $931 | $9,341-90.0% | $14,586-93.6% | $7,234-87.1% |