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 | $97,312 | $85,202+14.2% | $172,739-43.7% | $72,985+33.3% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.5pp | 69.5%+21.7pp |
| Annual return | 25.12% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $5,886 | $3,324+77.1% | $5,143+14.4% | $2,440+141.2% |
| Participant deferral / active EE | $4,385 | $3,260+34.5% | $5,198-15.6% | $3,607+21.6% |
| Admin fee / account holder | $1,524 | $5,884-74.1% | $13,954-89.1% | $5,124-70.3% |