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 | $111,752 | $77,899+43.5% | $149,673-25.3% | $75,163+48.7% |
| Participation rate | 93.2% | 65.6%+27.7pp | 78.8%+14.5pp | 67.2%+26.1pp |
| Annual return | 17.48% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $10,350 | $3,137+229.9% | $4,818+114.8% | $2,670+287.7% |
| Participant deferral / active EE | $5,718 | $3,411+67.6% | $5,680+0.7% | $4,125+38.6% |
| Admin fee / account holder | $1,908 | $5,956-68.0% | $13,210-85.6% | $5,651-66.2% |