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 | $109,766 | $77,145+42.3% | $108,410+1.3% | $85,850+27.9% |
| Participation rate | 78.0% | 74.7%+3.4pp | 80.1%-2.1pp | 69.3%+8.7pp |
| Annual return | 15.30% | 44.54%-29.2pp | 905.27%-890.0pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,792 | $2,379+17.3% | $3,558-21.5% | $2,565+8.8% |
| Participant deferral / active EE | $6,275 | $5,566+12.7% | $6,563-4.4% | $3,952+58.8% |
| Admin fee / account holder | $3,509 | $5,172-32.2% | $7,295-51.9% | $6,260-44.0% |