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 | $122,042 | $65,365+86.7% | $92,893+31.4% | $72,985+67.2% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 20.46% | 42.10%-21.6pp | 109.41%-89.0pp | 81.00%-60.5pp |
| Employer contribution / active EE | $6,691 | $2,594+157.9% | $3,653+83.2% | $2,440+174.2% |
| Participant deferral / active EE | $6,553 | $3,128+109.5% | $4,236+54.7% | $3,607+81.7% |
| Admin fee / account holder | $994 | $4,251-76.6% | $5,794-82.8% | $5,124-80.6% |