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 | $101,481 | $72,277+40.4% | $101,248+0.2% | $79,858+27.1% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 23.62% | 22.30%+1.3pp | 46.47%-22.8pp | 31.71%-8.1pp |
| Employer contribution / active EE | $8,270 | $2,692+207.3% | $3,660+126.0% | $2,471+234.7% |
| Participant deferral / active EE | $6,099 | $3,282+85.9% | $4,370+39.6% | $3,740+63.1% |
| Admin fee / account holder | $3,549 | $4,400-19.3% | $5,945-40.3% | $5,306-33.1% |