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 | $101,648 | $73,933+37.5% | $96,683+5.1% | $75,163+35.2% |
| Participation rate | 91.4% | 66.4%+25.0pp | 74.3%+17.1pp | 67.2%+24.2pp |
| Annual return | 20.77% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,127 | $2,928+41.0% | $3,737+10.4% | $2,670+54.6% |
| Participant deferral / active EE | $11,098 | $3,659+203.3% | $4,878+127.5% | $4,125+169.0% |
| Admin fee / account holder | $6,776 | $5,216+29.9% | $6,730+0.7% | $5,651+19.9% |