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 | $111,679 | $89,355+25.0% | $141,162-20.9% | $72,985+53.0% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 19.59% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $6,259 | $3,114+101.0% | $4,735+32.2% | $2,440+156.5% |
| Participant deferral / active EE | $13,686 | $5,418+152.6% | $6,709+104.0% | $3,607+279.4% |
| Admin fee / account holder | $33,149 | $5,958+456.4% | $10,261+223.1% | $5,124+546.9% |