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 | $101,284 | $78,422+29.2% | $95,952+5.6% | $79,858+26.8% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 16.09% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,719 | $1,945+194.0% | $2,541+125.1% | $2,471+131.5% |
| Participant deferral / active EE | $2,811 | $3,440-18.3% | $4,167-32.5% | $3,740-24.8% |
| Admin fee / account holder | $11,923 | $5,622+112.1% | $6,795+75.5% | $5,306+124.7% |