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 | $105,855 | $54,705+93.5% | $71,209+48.7% | $84,808+24.8% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.8pp |
| Annual return | 17.96% | 35.90%-17.9pp | 282.51%-264.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $13,173 | $2,158+510.5% | $2,721+384.1% | $2,631+400.7% |
| Participant deferral / active EE | $13,418 | $3,030+342.8% | $4,175+221.4% | $4,212+218.6% |
| Admin fee / account holder | $3,540 | $4,863-27.2% | $5,349-33.8% | $7,344-51.8% |