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 | $116,044 | $78,672+47.5% | $109,143+6.3% | $85,850+35.2% |
| Participation rate | 95.7% | 68.3%+27.4pp | 75.9%+19.8pp | 69.3%+26.3pp |
| Annual return | 15.40% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $8,585 | $2,735+213.9% | $3,722+130.7% | $2,565+234.7% |
| Participant deferral / active EE | $7,388 | $3,467+113.1% | $4,653+58.8% | $3,952+87.0% |
| Admin fee / account holder | $12,389 | $5,469+126.5% | $6,752+83.5% | $6,260+97.9% |