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 | $107,927 | $74,888+44.1% | $71,209+51.6% | $142,382-24.2% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 37.91% | 345.14%-307.2pp | 282.51%-244.6pp | 217.08%-179.2pp |
| Employer contribution / active EE | $3,478 | $2,854+21.8% | $2,721+27.8% | $4,299-19.1% |
| Participant deferral / active EE | $4,652 | $4,454+4.4% | $4,175+11.4% | $6,507-28.5% |
| Admin fee / account holder | $7,637 | $5,568+37.1% | $5,349+42.8% | $12,624-39.5% |