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 | $95,715 | $63,346+51.1% | $92,233+3.8% | $70,131+36.5% |
| Participation rate | 73.5% | 68.7%+4.9pp | 76.5%-3.0pp | 69.5%+4.0pp |
| Annual return | 18.17% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,753 | $2,471-29.1% | $3,679-52.3% | $2,342-25.2% |
| Participant deferral / active EE | $3,860 | $2,854+35.3% | $3,897-0.9% | $3,332+15.9% |
| Admin fee / account holder | $4,135 | $3,840+7.7% | $5,194-20.4% | $4,645-11.0% |