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 | $114,551 | $89,753+27.6% | $107,525+6.5% | $84,808+35.1% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 17.93% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $6,790 | $3,113+118.1% | $3,754+80.9% | $2,631+158.1% |
| Participant deferral / active EE | $2,859 | $4,056-29.5% | $5,116-44.1% | $4,212-32.1% |
| Admin fee / account holder | $2,253 | $7,222-68.8% | $8,919-74.7% | $7,344-69.3% |