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 | $116,405 | $73,933+57.4% | $96,683+20.4% | $75,163+54.9% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.4pp |
| Annual return | 19.90% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $8,980 | $2,928+206.7% | $3,737+140.3% | $2,670+236.3% |
| Participant deferral / active EE | $10,683 | $3,659+192.0% | $4,878+119.0% | $4,125+159.0% |
| Admin fee / account holder | $2,350 | $5,216-54.9% | $6,730-65.1% | $5,651-58.4% |