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 | $102,441 | $69,477+47.4% | $94,646+8.2% | $71,457+43.4% |
| Participation rate | 85.3% | 78.4%+6.9pp | 80.8%+4.5pp | 67.9%+17.4pp |
| Annual return | 33.77% | 29.66%+4.1pp | 156.71%-122.9pp | 28.85%+4.9pp |
| Employer contribution / active EE | $10,584 | $2,853+271.0% | $3,672+188.2% | $2,588+309.0% |
| Participant deferral / active EE | $14,543 | $7,345+98.0% | $7,418+96.0% | $4,289+239.1% |
| Admin fee / account holder | $2,146 | $1,210+77.4% | $7,231-70.3% | $1,587+35.2% |