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 | $100,460 | $81,208+23.7% | $98,907+1.6% | $79,858+25.8% |
| Participation rate | 95.3% | 72.5%+22.8pp | 76.0%+19.3pp | 69.6%+25.7pp |
| Annual return | 16.17% | 60.99%-44.8pp | 196.43%-180.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $5,582 | $1,960+184.8% | $2,689+107.6% | $2,471+125.9% |
| Participant deferral / active EE | $4,738 | $3,265+45.1% | $4,244+11.6% | $3,740+26.7% |
| Admin fee / account holder | $5,900 | $6,013-1.9% | $6,642-11.2% | $5,306+11.2% |