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 | $110,445 | $54,705+101.9% | $71,209+55.1% | $84,808+30.2% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 19.52% | 35.90%-16.4pp | 282.51%-263.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $8,043 | $2,158+272.7% | $2,721+195.6% | $2,631+205.7% |
| Participant deferral / active EE | $4,792 | $3,030+58.1% | $4,175+14.8% | $4,212+13.8% |
| Admin fee / account holder | $878 | $4,863-81.9% | $5,349-83.6% | $7,344-88.0% |