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 5-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 | $87,440 | $76,367+14.5% | $93,606-6.6% | $72,985+19.8% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.8%+23.1pp | 69.5%+29.4pp |
| Annual return | 43.11% | 25.82%+17.3pp | 32.76%+10.3pp | 81.00%-37.9pp |
| Employer contribution / active EE | $2,488 | $2,275+9.4% | $2,718-8.5% | $2,440+2.0% |
| Participant deferral / active EE | $4,483 | $3,538+26.7% | $4,069+10.2% | $3,607+24.3% |
| Admin fee / account holder | $23,369 | $6,838+241.7% | $7,888+196.2% | $5,124+356.0% |