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 | $127,702 | $81,248+57.2% | $155,509-17.9% | $80,856+57.9% |
| Participation rate | 98.0% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 29.02% | 33.31%-4.3pp | 64.67%-35.6pp | 35.59%-6.6pp |
| Employer contribution / active EE | $7,234 | $3,100+133.3% | $4,672+54.8% | $2,755+162.6% |
| Participant deferral / active EE | $4,825 | $3,452+39.8% | $5,626-14.2% | $4,296+12.3% |
| Admin fee / account holder | $1,150 | $7,997-85.6% | $15,912-92.8% | $6,918-83.4% |