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 | $128,231 | $72,277+77.4% | $101,248+26.7% | $79,858+60.6% |
| Participation rate | 93.0% | 68.5%+24.6pp | 75.8%+17.2pp | 69.6%+23.4pp |
| Annual return | 15.93% | 22.30%-6.4pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $5,504 | $2,692+104.5% | $3,660+50.4% | $2,471+122.8% |
| Participant deferral / active EE | $8,710 | $3,282+165.4% | $4,370+99.3% | $3,740+132.9% |
| Admin fee / account holder | $6,051 | $4,400+37.5% | $5,945+1.8% | $5,306+14.0% |