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 | $109,575 | $63,346+73.0% | $92,233+18.8% | $70,131+56.2% |
| Participation rate | 71.2% | 68.7%+2.5pp | 76.5%-5.3pp | 69.5%+1.6pp |
| Annual return | 29.94% | 530.12%-500.2pp | 176.28%-146.3pp | 73.14%-43.2pp |
| Employer contribution / active EE | $5,834 | $2,471+136.1% | $3,679+58.6% | $2,342+149.0% |
| Participant deferral / active EE | $6,228 | $2,854+118.2% | $3,897+59.8% | $3,332+86.9% |
| Admin fee / account holder | $1,877 | $3,840-51.1% | $5,194-63.9% | $4,645-59.6% |