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 | $107,121 | $69,515+54.1% | $86,874+23.3% | $85,850+24.8% |
| Participation rate | 75.9% | 66.3%+9.5pp | 71.6%+4.2pp | 69.3%+6.5pp |
| Annual return | 29.64% | 20.12%+9.5pp | 63.52%-33.9pp | 318.53%-288.9pp |
| Employer contribution / active EE | $3,050 | $1,880+62.2% | $2,495+22.2% | $2,565+18.9% |
| Participant deferral / active EE | $6,861 | $2,919+135.0% | $3,699+85.5% | $3,952+73.6% |
| Admin fee / account holder | $22,561 | $5,972+277.8% | $5,828+287.1% | $6,260+260.4% |