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 | $105,325 | $109,881-4.1% | $150,045-29.8% | $84,808+24.2% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,529 | $3,561+55.3% | $4,693+17.8% | $2,631+110.2% |
| Participant deferral / active EE | $13,048 | $6,636+96.6% | $7,997+63.2% | $4,212+209.8% |
| Admin fee / account holder | $53,114 | $8,568+519.9% | $13,435+295.3% | $7,344+623.3% |