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 | $105,103 | $91,552+14.8% | $133,956-21.5% | $79,858+31.6% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 17.29% | 61.85%-44.6pp | 45.09%-27.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $9,881 | $2,384+314.6% | $3,919+152.2% | $2,471+299.9% |
| Participant deferral / active EE | $8,623 | $3,733+131.0% | $5,048+70.8% | $3,740+130.6% |
| Admin fee / account holder | $7,120 | $6,321+12.6% | $8,927-20.2% | $5,306+34.2% |