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 | $115,366 | $79,944+44.3% | $98,439+17.2% | $75,163+53.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.05% | 19.75%-2.7pp | 21.16%-4.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,826 | $2,264+69.0% | $3,048+25.5% | $2,670+43.3% |
| Participant deferral / active EE | $7,161 | $3,752+90.9% | $4,738+51.1% | $4,125+73.6% |
| Admin fee / account holder | $11,092 | $6,840+62.2% | $8,948+24.0% | $5,651+96.3% |