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 | $116,502 | $87,013+33.9% | $106,213+9.7% | $80,856+44.1% |
| Participation rate | 83.9% | 70.4%+13.4pp | 75.3%+8.6pp | 67.6%+16.2pp |
| Annual return | 11.40% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,360 | $2,395+40.3% | $3,171+5.9% | $2,755+22.0% |
| Participant deferral / active EE | $9,485 | $3,986+138.0% | $5,016+89.1% | $4,296+120.8% |
| Admin fee / account holder | $65,842 | $8,431+680.9% | $11,033+496.8% | $6,918+851.8% |