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 | $109,543 | $77,634+41.1% | $156,549-30.0% | $62,891+74.2% |
| Participation rate | 95.5% | 71.2%+24.3pp | 84.0%+11.4pp | 69.3%+26.1pp |
| Annual return | 7.55% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $11,628 | $3,444+237.7% | $5,501+111.4% | $2,281+409.8% |
| Participant deferral / active EE | $1,355 | $3,045-55.5% | $4,871-72.2% | $3,203-57.7% |
| Admin fee / account holder | $2,729 | $5,561-50.9% | $13,027-79.1% | $4,296-36.5% |