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 | $102,969 | $58,208+76.9% | $81,812+25.9% | $80,856+27.3% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 14.53% | 41.66%-27.1pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $6,403 | $2,340+173.6% | $2,912+119.9% | $2,755+132.4% |
| Participant deferral / active EE | $2,840 | $3,281-13.4% | $4,319-34.2% | $4,296-33.9% |
| Admin fee / account holder | $6,985 | $4,981+40.2% | $7,386-5.4% | $6,918+1.0% |