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 | $93,180 | $77,813+19.7% | $123,544-24.6% | $64,186+45.2% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.3%+0.7pp | 69.6%+13.4pp |
| Annual return | 79.41% | 12.48%+66.9pp | 119.20%-39.8pp | 7.63%+71.8pp |
| Employer contribution / active EE | $12,801 | $3,014+324.7% | $4,628+176.6% | $2,381+437.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,279 | $5,519+13.8% | $9,284-32.4% | $4,888+28.4% |