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 | $123,926 | $102,966+20.4% | $90,281+37.3% | $152,861-18.9% |
| Participation rate | 95.5% | 75.9%+19.6pp | 73.3%+22.2pp | 82.4%+13.0pp |
| Annual return | 22.58% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,097 | $3,139-1.3% | $2,854+8.5% | $4,762-35.0% |
| Participant deferral / active EE | $6,371 | $4,281+48.8% | $3,885+64.0% | $5,850+8.9% |
| Admin fee / account holder | $470 | $6,171-92.4% | $5,351-91.2% | $11,596-95.9% |