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 | $86,792 | $63,346+37.0% | $92,233-5.9% | $70,131+23.8% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 35.22% | 530.12%-494.9pp | 176.28%-141.1pp | 73.14%-37.9pp |
| Employer contribution / active EE | $4,553 | $2,471+84.2% | $3,679+23.7% | $2,342+94.4% |
| Participant deferral / active EE | $11,197 | $2,854+292.4% | $3,897+187.3% | $3,332+236.1% |
| Admin fee / account holder | $375 | $3,840-90.2% | $5,194-92.8% | $4,645-91.9% |