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 | $131,933 | $78,672+67.7% | $109,143+20.9% | $85,850+53.7% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 21.54% | 25.09%-3.5pp | 25.75%-4.2pp | 318.53%-297.0pp |
| Employer contribution / active EE | $5,349 | $2,735+95.6% | $3,722+43.7% | $2,565+108.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,239 | $5,469+14.1% | $6,752-7.6% | $6,260-0.3% |