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 | $99,601 | $49,025+103.2% | $87,507+13.8% | $62,891+58.4% |
| Participation rate | 78.8% | 64.9%+13.9pp | 73.8%+4.9pp | 69.3%+9.5pp |
| Annual return | 205.65% | 10.02%+195.6pp | 12.21%+193.4pp | 20.14%+185.5pp |
| Employer contribution / active EE | $714 | $1,372-48.0% | $2,550-72.0% | $2,281-68.7% |
| Participant deferral / active EE | $3,953 | $2,289+72.7% | $3,149+25.6% | $3,203+23.4% |
| Admin fee / account holder | $5,077 | $4,065+24.9% | $4,221+20.3% | $4,296+18.2% |