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 | $89,418 | $56,053+59.5% | $75,972+17.7% | $80,856+10.6% |
| Participation rate | 93.5% | 62.0%+31.5pp | 69.1%+24.5pp | 67.6%+25.9pp |
| Annual return | 18.88% | 20.53%-1.7pp | 359.55%-340.7pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,515 | $1,874-19.2% | $2,685-43.6% | $2,755-45.0% |
| Participant deferral / active EE | $4,677 | $3,052+53.3% | $4,255+9.9% | $4,296+8.9% |
| Admin fee / account holder | $324 | $5,234-93.8% | $6,467-95.0% | $6,918-95.3% |