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 | $95,886 | $57,354+67.2% | $83,848+14.4% | $64,186+49.4% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | 7.33% | 11.38%-4.1pp | 850.88%-843.5pp | 7.63%-0.3pp |
| Employer contribution / active EE | $11,729 | $2,545+360.8% | $3,631+223.0% | $2,381+392.7% |
| Participant deferral / active EE | $4,515 | $2,993+50.8% | $4,082+10.6% | $3,470+30.1% |
| Admin fee / account holder | $3,406 | $4,046-15.8% | $5,478-37.8% | $4,888-30.3% |