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 | $119,233 | $86,929+37.2% | $102,423+16.4% | $80,856+47.5% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 12.31% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,824 | $2,369+19.2% | $3,023-6.6% | $2,755+2.5% |
| Participant deferral / active EE | $7,178 | $4,118+74.3% | $5,053+42.1% | $4,296+67.1% |
| Admin fee / account holder | $38,493 | $8,049+378.2% | $9,451+307.3% | $6,918+456.4% |