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 | $102,073 | $48,076+112.3% | $78,689+29.7% | $62,891+62.3% |
| Participation rate | 97.5% | 65.2%+32.3pp | 73.6%+23.9pp | 69.3%+28.2pp |
| Annual return | 9.69% | 31.35%-21.7pp | 62.18%-52.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $10,471 | $2,015+419.7% | $2,851+267.3% | $2,281+359.1% |
| Participant deferral / active EE | $8,676 | $2,588+235.3% | $3,517+146.7% | $3,203+170.9% |
| Admin fee / account holder | $2,810 | $3,207-12.4% | $4,510-37.7% | $4,296-34.6% |