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 | $112,973 | $58,828+92.0% | $77,999+44.8% | $62,891+79.6% |
| Participation rate | 95.8% | 71.1%+24.8pp | 75.5%+20.3pp | 69.3%+26.5pp |
| Annual return | 6.93% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $9,160 | $1,672+447.9% | $2,470+270.8% | $2,281+301.6% |
| Participant deferral / active EE | $5,136 | $2,686+91.2% | $3,497+46.9% | $3,203+60.3% |
| Admin fee / account holder | $2,176 | $4,393-50.5% | $5,480-60.3% | $4,296-49.4% |