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 | $116,151 | $89,753+29.4% | $107,525+8.0% | $84,808+37.0% |
| Participation rate | 95.7% | 68.1%+27.6pp | 75.1%+20.6pp | 68.3%+27.3pp |
| Annual return | 19.72% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,093 | $3,113-64.9% | $3,754-70.9% | $2,631-58.5% |
| Participant deferral / active EE | $5,862 | $4,056+44.5% | $5,116+14.6% | $4,212+39.2% |
| Admin fee / account holder | $485 | $7,222-93.3% | $8,919-94.6% | $7,344-93.4% |