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 | $106,552 | $73,933+44.1% | $96,683+10.2% | $75,163+41.8% |
| Participation rate | 93.6% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | 30.15% | 26.70%+3.4pp | 35.69%-5.5pp | 160.62%-130.5pp |
| Employer contribution / active EE | $19,715 | $2,928+573.4% | $3,737+427.6% | $2,670+638.5% |
| Participant deferral / active EE | $3,834 | $3,659+4.8% | $4,878-21.4% | $4,125-7.0% |
| Admin fee / account holder | $6,805 | $5,216+30.5% | $6,730+1.1% | $5,651+20.4% |