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 | $125,294 | $86,929+44.1% | $102,423+22.3% | $80,856+55.0% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.6pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,754 | $2,369-26.0% | $3,023-42.0% | $2,755-36.3% |
| Participant deferral / active EE | $6,454 | $4,118+56.7% | $5,053+27.7% | $4,296+50.2% |
| Admin fee / account holder | $24,016 | $8,049+198.4% | $9,451+154.1% | $6,918+247.1% |