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 | $131,436 | $77,813+68.9% | $123,544+6.4% | $64,186+104.8% |
| Participation rate | 92.2% | 74.7%+17.4pp | 82.3%+9.9pp | 69.6%+22.6pp |
| Annual return | 25.54% | 12.48%+13.1pp | 119.20%-93.7pp | 7.63%+17.9pp |
| Employer contribution / active EE | $11,601 | $3,014+284.9% | $4,628+150.7% | $2,381+387.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,007 | $5,519-27.4% | $9,284-56.8% | $4,888-18.0% |