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 5-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 | $129,285 | $94,031+37.5% | $115,768+11.7% | $82,448+56.8% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.4%+23.3pp | 68.1%+29.6pp |
| Annual return | 18.91% | 20.61%-1.7pp | 100.46%-81.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $7,627 | $2,323+228.3% | $2,940+159.5% | $2,551+199.0% |
| Participant deferral / active EE | $23,786 | $3,972+498.9% | $4,917+383.8% | $4,139+474.6% |
| Admin fee / account holder | $5,563 | $10,249-45.7% | $12,439-55.3% | $7,234-23.1% |