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 | $103,126 | $85,202+21.0% | $172,739-40.3% | $72,985+41.3% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.6%-0.3pp | 69.5%+12.9pp |
| Annual return | 21.95% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $7,155 | $3,324+115.2% | $5,143+39.1% | $2,440+193.3% |
| Participant deferral / active EE | $4,389 | $3,260+34.6% | $5,198-15.6% | $3,607+21.7% |
| Admin fee / account holder | $6,948 | $5,884+18.1% | $13,954-50.2% | $5,124+35.6% |