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 | $134,222 | $89,355+50.2% | $141,162-4.9% | $72,985+83.9% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 25.61% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $9,717 | $3,114+212.0% | $4,735+105.2% | $2,440+298.3% |
| Participant deferral / active EE | $7,258 | $5,418+34.0% | $6,709+8.2% | $3,607+101.2% |
| Admin fee / account holder | $3,822 | $5,958-35.9% | $10,261-62.8% | $5,124-25.4% |