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 | $96,752 | $71,050+36.2% | $93,606+3.4% | $80,856+19.7% |
| Participation rate | 93.5% | 60.4%+33.1pp | 68.7%+24.8pp | 67.6%+25.8pp |
| Annual return | 10.64% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,857 | $1,564+82.7% | $2,420+18.1% | $2,755+3.7% |
| Participant deferral / active EE | $5,931 | $4,034+47.0% | $4,411+34.5% | $4,296+38.1% |
| Admin fee / account holder | $10,663 | $6,945+53.5% | $8,285+28.7% | $6,918+54.1% |