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 | $125,339 | $86,929+44.2% | $102,423+22.4% | $80,856+55.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 42.31% | 18.88%+23.4pp | 29.32%+13.0pp | 35.59%+6.7pp |
| Employer contribution / active EE | $6,192 | $2,369+161.3% | $3,023+104.8% | $2,755+124.8% |
| Participant deferral / active EE | $11,125 | $4,118+170.1% | $5,053+120.2% | $4,296+159.0% |
| Admin fee / account holder | $2,936 | $8,049-63.5% | $9,451-68.9% | $6,918-57.6% |