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 | $104,278 | $63,346+64.6% | $92,233+13.1% | $70,131+48.7% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 13.86% | 530.12%-516.3pp | 176.28%-162.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,448 | $2,471+39.5% | $3,679-6.3% | $2,342+47.2% |
| Participant deferral / active EE | $3,007 | $2,854+5.4% | $3,897-22.8% | $3,332-9.7% |
| Admin fee / account holder | $511 | $3,840-86.7% | $5,194-90.2% | $4,645-89.0% |