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 | $108,715 | $81,208+33.9% | $98,907+9.9% | $79,858+36.1% |
| Participation rate | 93.8% | 72.5%+21.2pp | 76.0%+17.7pp | 69.6%+24.1pp |
| Annual return | 19.59% | 60.99%-41.4pp | 196.43%-176.8pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,502 | $1,960+78.7% | $2,689+30.3% | $2,471+41.8% |
| Participant deferral / active EE | $8,308 | $3,265+154.5% | $4,244+95.7% | $3,740+122.1% |
| Admin fee / account holder | $2,933 | $6,013-51.2% | $6,642-55.8% | $5,306-44.7% |