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 | $115,120 | $85,766+34.2% | $136,294-15.5% | $70,131+64.1% |
| Participation rate | 91.8% | 74.2%+17.6pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 22.05% | 31.45%-9.4pp | 5155.94%-5133.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $6,787 | $2,966+128.8% | $4,695+44.5% | $2,342+189.7% |
| Participant deferral / active EE | $5,566 | $5,051+10.2% | $6,247-10.9% | $3,332+67.1% |
| Admin fee / account holder | $13,566 | $5,420+150.3% | $9,243+46.8% | $4,645+192.0% |