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 | $121,821 | $72,277+68.5% | $101,248+20.3% | $79,858+52.5% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 13.08% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,417 | $2,692+138.4% | $3,660+75.4% | $2,471+159.7% |
| Participant deferral / active EE | $3,258 | $3,282-0.7% | $4,370-25.5% | $3,740-12.9% |
| Admin fee / account holder | $27,909 | $4,400+534.2% | $5,945+369.4% | $5,306+426.0% |