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 | $131,505 | $78,705+67.1% | $117,854+11.6% | $70,131+87.5% |
| Participation rate | 81.4% | 73.2%+8.2pp | 79.7%+1.7pp | 69.5%+11.8pp |
| Annual return | 24.46% | 23.30%+1.2pp | 335.08%-310.6pp | 73.14%-48.7pp |
| Employer contribution / active EE | $3,941 | $2,223+77.3% | $3,786+4.1% | $2,342+68.3% |
| Participant deferral / active EE | $3,650 | $3,297+10.7% | $4,482-18.6% | $3,332+9.5% |
| Admin fee / account holder | $3,785 | $5,065-25.3% | $8,020-52.8% | $4,645-18.5% |