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 | $130,107 | $86,929+49.7% | $102,423+27.0% | $80,856+60.9% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.6%+17.4pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,653 | $2,369-30.2% | $3,023-45.3% | $2,755-40.0% |
| Participant deferral / active EE | $4,644 | $4,118+12.8% | $5,053-8.1% | $4,296+8.1% |
| Admin fee / account holder | $2,430 | $8,049-69.8% | $9,451-74.3% | $6,918-64.9% |