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 | $109,231 | $71,809+52.1% | $61,048+78.9% | $152,861-28.5% |
| Participation rate | 88.2% | 84.2%+4.1pp | 79.3%+8.9pp | 82.4%+5.8pp |
| Annual return | 25.26% | 29.74%-4.5pp | 26.18%-0.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $9,414 | $4,545+107.1% | $3,716+153.3% | $4,762+97.7% |
| Participant deferral / active EE | $8,518 | $5,467+55.8% | $4,470+90.5% | $5,850+45.6% |
| Admin fee / account holder | $591 | $4,750-87.6% | $3,728-84.1% | $11,596-94.9% |