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 | $107,096 | $85,202+25.7% | $172,739-38.0% | $72,985+46.7% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 19.57% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $7,872 | $3,324+136.8% | $5,143+53.1% | $2,440+222.6% |
| Participant deferral / active EE | $4,873 | $3,260+49.5% | $5,198-6.2% | $3,607+35.1% |
| Admin fee / account holder | $31,981 | $5,884+443.5% | $13,954+129.2% | $5,124+524.1% |