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 | $105,376 | $58,828+79.1% | $77,999+35.1% | $62,891+67.6% |
| Participation rate | 93.9% | 71.1%+22.9pp | 75.5%+18.4pp | 69.3%+24.6pp |
| Annual return | 10.32% | 17.16%-6.8pp | 425.96%-415.6pp | 20.14%-9.8pp |
| Employer contribution / active EE | $5,043 | $1,672+201.7% | $2,470+104.2% | $2,281+121.1% |
| Participant deferral / active EE | $4,348 | $2,686+61.9% | $3,497+24.3% | $3,203+35.7% |
| Admin fee / account holder | $3,446 | $4,393-21.6% | $5,480-37.1% | $4,296-19.8% |