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 | $102,478 | $89,355+14.7% | $141,162-27.4% | $72,985+40.4% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 19.57% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $7,833 | $3,114+151.5% | $4,735+65.4% | $2,440+221.1% |
| Participant deferral / active EE | $5,619 | $5,418+3.7% | $6,709-16.2% | $3,607+55.8% |
| Admin fee / account holder | $16,668 | $5,958+179.8% | $10,261+62.4% | $5,124+225.3% |