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 | $124,401 | $76,552+62.5% | $123,892+0.4% | $62,891+97.8% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 34.12% | 18.68%+15.4pp | 47.52%-13.4pp | 20.14%+14.0pp |
| Employer contribution / active EE | $17,234 | $2,883+497.9% | $4,617+273.3% | $2,281+655.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,971 | $4,826-59.2% | $8,357-76.4% | $4,296-54.1% |