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 | $116,288 | $96,305+20.7% | $80,569+44.3% | $139,434-16.6% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 12.10% | 1350.08%-1338.0pp | 935.43%-923.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,760 | $3,262-46.0% | $2,723-35.4% | $4,751-63.0% |
| Participant deferral / active EE | $7,459 | $5,232+42.6% | $4,447+67.7% | $6,710+11.2% |
| Admin fee / account holder | $13,053 | $6,599+97.8% | $5,377+142.7% | $11,403+14.5% |