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 | $122,053 | $86,286+41.5% | $111,297+9.7% | $85,850+42.2% |
| Participation rate | 94.7% | 73.3%+21.4pp | 77.3%+17.4pp | 69.3%+25.4pp |
| Annual return | 12.74% | 19.99%-7.2pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $4,501 | $2,043+120.3% | $2,731+64.8% | $2,565+75.5% |
| Participant deferral / active EE | $5,482 | $3,641+50.6% | $4,487+22.2% | $3,952+38.7% |
| Admin fee / account holder | $8,234 | $8,188+0.6% | $7,964+3.4% | $6,260+31.5% |