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 | $107,174 | $53,127+101.7% | $86,590+23.8% | $70,131+52.8% |
| Participation rate | 87.3% | 65.3%+22.0pp | 73.5%+13.8pp | 69.5%+17.8pp |
| Annual return | 15.31% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $6,672 | $2,068+222.6% | $2,839+135.0% | $2,342+184.8% |
| Participant deferral / active EE | $6,247 | $2,696+131.7% | $3,609+73.1% | $3,332+87.5% |
| Admin fee / account holder | $9,259 | $3,585+158.2% | $4,906+88.7% | $4,645+99.3% |