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 | $97,610 | $63,346+54.1% | $92,233+5.8% | $70,131+39.2% |
| Participation rate | 87.3% | 68.7%+18.7pp | 76.5%+10.9pp | 69.5%+17.8pp |
| Annual return | 17.54% | 530.12%-512.6pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $4,195 | $2,471+69.8% | $3,679+14.0% | $2,342+79.1% |
| Participant deferral / active EE | $6,359 | $2,854+122.8% | $3,897+63.2% | $3,332+90.9% |
| Admin fee / account holder | $7,391 | $3,840+92.5% | $5,194+42.3% | $4,645+59.1% |