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 | $103,059 | $78,422+31.4% | $95,952+7.4% | $79,858+29.1% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+28.0pp |
| Annual return | 22.80% | 19.37%+3.4pp | 91.61%-68.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $5,802 | $1,945+198.3% | $2,541+128.3% | $2,471+134.8% |
| Participant deferral / active EE | $4,586 | $3,440+33.3% | $4,167+10.0% | $3,740+22.6% |
| Admin fee / account holder | $2,916 | $5,622-48.1% | $6,795-57.1% | $5,306-45.0% |