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 | $97,080 | $76,367+27.1% | $93,606+3.7% | $72,985+33.0% |
| Participation rate | 93.5% | 71.7%+21.8pp | 75.8%+17.7pp | 69.5%+24.1pp |
| Annual return | 158.64% | 25.82%+132.8pp | 32.76%+125.9pp | 81.00%+77.6pp |
| Employer contribution / active EE | $2,856 | $2,275+25.5% | $2,718+5.1% | $2,440+17.1% |
| Participant deferral / active EE | $8,906 | $3,538+151.7% | $4,069+118.9% | $3,607+146.9% |
| Admin fee / account holder | $536 | $6,838-92.2% | $7,888-93.2% | $5,124-89.5% |