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 | $74,035 | $48,046+54.1% | $84,611-12.5% | $72,985+1.4% |
| Participation rate | 88.8% | 57.6%+31.2pp | 68.2%+20.5pp | 69.5%+19.3pp |
| Annual return | 26.89% | 37.38%-10.5pp | 258.74%-231.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $3,955 | $1,602+146.9% | $2,652+49.1% | $2,440+62.1% |
| Participant deferral / active EE | $9,396 | $2,680+250.6% | $3,899+141.0% | $3,607+160.5% |
| Admin fee / account holder | $4,461 | $3,395+31.4% | $4,912-9.2% | $5,124-12.9% |