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 | $193,484 | $125,758+53.9% | $169,993+13.8% | $75,163+157.4% |
| Participation rate | 95.9% | 83.6%+12.4pp | 87.0%+8.9pp | 67.2%+28.8pp |
| Annual return | 30.88% | 27.20%+3.7pp | 53.37%-22.5pp | 160.62%-129.7pp |
| Employer contribution / active EE | $8,323 | $4,615+80.4% | $6,785+22.7% | $2,670+211.8% |
| Participant deferral / active EE | $12,782 | $6,837+86.9% | $10,408+22.8% | $4,125+209.9% |
| Admin fee / account holder | $4,987 | $8,173-39.0% | $12,815-61.1% | $5,651-11.8% |