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 | $108,149 | $98,750+9.5% | $149,696-27.8% | $79,858+35.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 30.44% | 27.43%+3.0pp | 276.60%-246.2pp | 31.71%-1.3pp |
| Employer contribution / active EE | $18,061 | $3,216+461.5% | $4,644+288.9% | $2,471+631.0% |
| Participant deferral / active EE | $12,826 | $5,680+125.8% | $6,842+87.5% | $3,740+242.9% |
| Admin fee / account holder | $11,415 | $6,053+88.6% | $9,309+22.6% | $5,306+115.1% |