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 | $71,127 | $53,777+32.3% | $134,143-47.0% | $79,858-10.9% |
| Participation rate | 89.7% | 58.8%+31.0pp | 72.2%+17.6pp | 69.6%+20.1pp |
| Annual return | 18.26% | 19.01%-0.8pp | 36.33%-18.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $7,899 | $1,321+497.8% | $3,704+113.3% | $2,471+219.7% |
| Participant deferral / active EE | $6,415 | $2,420+165.1% | $3,499+83.3% | $3,740+71.5% |
| Admin fee / account holder | $10,704 | $3,984+168.7% | $6,684+60.1% | $5,306+101.7% |