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 | $91,454 | $65,365+39.9% | $92,893-1.5% | $72,985+25.3% |
| Participation rate | 88.0% | 68.3%+19.7pp | 76.0%+12.0pp | 69.5%+18.5pp |
| Annual return | 24.23% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $6,404 | $2,594+146.9% | $3,653+75.3% | $2,440+162.5% |
| Participant deferral / active EE | $4,608 | $3,128+47.3% | $4,236+8.8% | $3,607+27.7% |
| Admin fee / account holder | $2,702 | $4,251-36.4% | $5,794-53.4% | $5,124-47.3% |