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 | $119,355 | $63,346+88.4% | $92,233+29.4% | $70,131+70.2% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 21.64% | 530.12%-508.5pp | 176.28%-154.6pp | 73.14%-51.5pp |
| Employer contribution / active EE | $8,059 | $2,471+226.1% | $3,679+119.0% | $2,342+244.0% |
| Participant deferral / active EE | $3,190 | $2,854+11.8% | $3,897-18.1% | $3,332-4.3% |
| Admin fee / account holder | $3,932 | $3,840+2.4% | $5,194-24.3% | $4,645-15.4% |