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 | $117,731 | $63,346+85.9% | $92,233+27.6% | $70,131+67.9% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 18.57% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $8,794 | $2,471+255.9% | $3,679+139.0% | $2,342+275.4% |
| Participant deferral / active EE | $5,320 | $2,854+86.4% | $3,897+36.5% | $3,332+59.7% |
| Admin fee / account holder | $2,461 | $3,840-35.9% | $5,194-52.6% | $4,645-47.0% |