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 | $122,158 | $84,233+45.0% | $170,442-28.3% | $70,131+74.2% |
| Participation rate | 74.1% | 70.8%+3.2pp | 83.6%-9.5pp | 69.5%+4.5pp |
| Annual return | 19.61% | 23.06%-3.5pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $7,551 | $3,387+122.9% | $5,433+39.0% | $2,342+222.3% |
| Participant deferral / active EE | $4,598 | $3,086+49.0% | $4,939-6.9% | $3,332+38.0% |
| Admin fee / account holder | $3,373 | $5,698-40.8% | $13,880-75.7% | $4,645-27.4% |