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 | $101,553 | $73,933+37.4% | $96,683+5.0% | $75,163+35.1% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.5pp | 67.2%+24.7pp |
| Annual return | 15.96% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $8,114 | $2,928+177.2% | $3,737+117.2% | $2,670+203.9% |
| Participant deferral / active EE | $4,589 | $3,659+25.4% | $4,878-5.9% | $4,125+11.2% |
| Admin fee / account holder | $6,025 | $5,216+15.5% | $6,730-10.5% | $5,651+6.6% |