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 | $120,763 | $57,354+110.6% | $83,848+44.0% | $64,186+88.1% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | 26.78% | 11.38%+15.4pp | 850.88%-824.1pp | 7.63%+19.1pp |
| Employer contribution / active EE | $2,257 | $2,545-11.3% | $3,631-37.8% | $2,381-5.2% |
| Participant deferral / active EE | $4,461 | $2,993+49.0% | $4,082+9.3% | $3,470+28.6% |
| Admin fee / account holder | $4,943 | $4,046+22.2% | $5,478-9.8% | $4,888+1.1% |