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 | $110,647 | $57,354+92.9% | $83,848+32.0% | $64,186+72.4% |
| Participation rate | 95.8% | 68.6%+27.2pp | 76.1%+19.7pp | 69.6%+26.3pp |
| Annual return | 4.72% | 11.38%-6.7pp | 850.88%-846.2pp | 7.63%-2.9pp |
| Employer contribution / active EE | $3,229 | $2,545+26.9% | $3,631-11.1% | $2,381+35.6% |
| Participant deferral / active EE | $3,169 | $2,993+5.9% | $4,082-22.3% | $3,470-8.7% |
| Admin fee / account holder | $5,471 | $4,046+35.2% | $5,478-0.1% | $4,888+11.9% |