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 | $124,051 | $57,354+116.3% | $83,848+47.9% | $64,186+93.3% |
| Participation rate | 81.0% | 68.6%+12.3pp | 76.1%+4.8pp | 69.6%+11.4pp |
| Annual return | 12.03% | 11.38%+0.6pp | 850.88%-838.8pp | 7.63%+4.4pp |
| Employer contribution / active EE | $5,112 | $2,545+100.8% | $3,631+40.8% | $2,381+114.7% |
| Participant deferral / active EE | $7,457 | $2,993+149.1% | $4,082+82.7% | $3,470+114.9% |
| Admin fee / account holder | $693 | $4,046-82.9% | $5,478-87.3% | $4,888-85.8% |