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 | $116,661 | $45,035+159.0% | $62,995+85.2% | $70,131+66.3% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 19.57% | 18.76%+0.8pp | 87.57%-68.0pp | 73.14%-53.6pp |
| Employer contribution / active EE | $5,491 | $2,051+167.7% | $2,759+99.0% | $2,342+134.4% |
| Participant deferral / active EE | $7,757 | $2,465+214.8% | $3,329+133.0% | $3,332+132.8% |
| Admin fee / account holder | $2,254 | $2,834-20.5% | $3,600-37.4% | $4,645-51.5% |