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 | $100,357 | $74,888+34.0% | $71,209+40.9% | $142,382-29.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.18% | 345.14%-332.0pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,566 | $2,854+130.0% | $2,721+141.3% | $4,299+52.7% |
| Participant deferral / active EE | $7,737 | $4,454+73.7% | $4,175+85.3% | $6,507+18.9% |
| Admin fee / account holder | $8,036 | $5,568+44.3% | $5,349+50.2% | $12,624-36.3% |