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 6-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 | $41,278 | $192,717-78.6% | $142,449-71.0% | $139,434-70.4% |
| Participation rate | 85.7% | 81.5%+4.2pp | 76.8%+8.9pp | 80.3%+5.4pp |
| Annual return | 18.35% | 17.99%+0.4pp | 19.99%-1.6pp | 372.94%-354.6pp |
| Employer contribution / active EE | $11,283 | $5,806+94.3% | $4,847+132.8% | $4,751+137.5% |
| Participant deferral / active EE | $23,031 | $7,208+219.5% | $6,283+266.5% | $6,710+243.2% |
| Admin fee / account holder | $7,942 | $15,124-47.5% | $10,011-20.7% | $11,403-30.4% |