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 | $114,054 | $56,053+103.5% | $75,972+50.1% | $80,856+41.1% |
| Participation rate | 91.7% | 62.0%+29.6pp | 69.1%+22.6pp | 67.6%+24.0pp |
| Annual return | 14.04% | 20.53%-6.5pp | 359.55%-345.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,083 | $1,874+11.2% | $2,685-22.4% | $2,755-24.4% |
| Participant deferral / active EE | $5,217 | $3,052+71.0% | $4,255+22.6% | $4,296+21.4% |
| Admin fee / account holder | $20,362 | $5,234+289.1% | $6,467+214.9% | $6,918+194.3% |