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 | $81,687 | $76,552+6.7% | $123,892-34.1% | $62,891+29.9% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 56.42% | 18.68%+37.7pp | 47.52%+8.9pp | 20.14%+36.3pp |
| Employer contribution / active EE | $6,491 | $2,883+125.2% | $4,617+40.6% | $2,281+184.6% |
| Participant deferral / active EE | $11,624 | $4,840+140.2% | $5,984+94.2% | $3,203+262.9% |
| Admin fee / account holder | $743 | $4,826-84.6% | $8,357-91.1% | $4,296-82.7% |