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 | $108,448 | $73,933+46.7% | $96,683+12.2% | $75,163+44.3% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.4pp |
| Annual return | 15.61% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $11,380 | $2,928+288.7% | $3,737+204.5% | $2,670+326.2% |
| Participant deferral / active EE | $2,097 | $3,659-42.7% | $4,878-57.0% | $4,125-49.2% |
| Admin fee / account holder | $5,752 | $5,216+10.3% | $6,730-14.5% | $5,651+1.8% |