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 | $124,070 | $87,841+41.2% | $133,980-7.4% | $62,891+97.3% |
| Participation rate | 95.6% | 83.4%+12.2pp | 87.1%+8.5pp | 69.3%+26.2pp |
| Annual return | 5.87% | 12.05%-6.2pp | 29.30%-23.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,678 | $3,483+63.0% | $5,211+9.0% | $2,281+148.9% |
| Participant deferral / active EE | $6,611 | $4,812+37.4% | $6,282+5.2% | $3,203+106.4% |
| Admin fee / account holder | $13,305 | $5,371+147.7% | $9,324+42.7% | $4,296+209.7% |