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 | $95,885 | $78,672+21.9% | $109,143-12.1% | $85,850+11.7% |
| Participation rate | 84.8% | 68.3%+16.6pp | 75.9%+9.0pp | 69.3%+15.5pp |
| Annual return | 46.57% | 25.09%+21.5pp | 25.75%+20.8pp | 318.53%-272.0pp |
| Employer contribution / active EE | $2,166 | $2,735-20.8% | $3,722-41.8% | $2,565-15.5% |
| Participant deferral / active EE | $2,664 | $3,467-23.2% | $4,653-42.7% | $3,952-32.6% |
| Admin fee / account holder | $580 | $5,469-89.4% | $6,752-91.4% | $6,260-90.7% |