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 | $113,701 | $89,355+27.2% | $141,162-19.5% | $72,985+55.8% |
| Participation rate | 92.7% | 75.1%+17.6pp | 82.5%+10.2pp | 69.5%+23.2pp |
| Annual return | 25.32% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $6,815 | $3,114+118.8% | $4,735+43.9% | $2,440+179.3% |
| Participant deferral / active EE | $6,776 | $5,418+25.1% | $6,709+1.0% | $3,607+87.8% |
| Admin fee / account holder | $536 | $5,958-91.0% | $10,261-94.8% | $5,124-89.5% |