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 | $101,449 | $58,828+72.4% | $77,999+30.1% | $62,891+61.3% |
| Participation rate | 90.0% | 71.1%+18.9pp | 75.5%+14.5pp | 69.3%+20.7pp |
| Annual return | 8.05% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,217 | $1,672+92.4% | $2,470+30.2% | $2,281+41.0% |
| Participant deferral / active EE | $5,618 | $2,686+109.2% | $3,497+60.7% | $3,203+75.4% |
| Admin fee / account holder | $2,671 | $4,393-39.2% | $5,480-51.3% | $4,296-37.8% |