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 | $109,409 | $78,422+39.5% | $95,952+14.0% | $79,858+37.0% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 21.16% | 19.37%+1.8pp | 91.61%-70.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,659 | $1,945+36.7% | $2,541+4.7% | $2,471+7.6% |
| Participant deferral / active EE | $4,328 | $3,440+25.8% | $4,167+3.9% | $3,740+15.7% |
| Admin fee / account holder | $4,315 | $5,622-23.2% | $6,795-36.5% | $5,306-18.7% |