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 | $128,780 | $99,985+28.8% | $146,665-12.2% | $85,850+50.0% |
| Participation rate | 86.7% | 73.1%+13.6pp | 80.1%+6.6pp | 69.3%+17.4pp |
| Annual return | 13.23% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $5,002 | $2,559+95.5% | $4,136+20.9% | $2,565+95.0% |
| Participant deferral / active EE | $4,966 | $4,006+24.0% | $5,506-9.8% | $3,952+25.7% |
| Admin fee / account holder | $9,432 | $7,702+22.5% | $10,280-8.2% | $6,260+50.7% |