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 | $113,818 | $53,127+114.2% | $86,590+31.4% | $70,131+62.3% |
| Participation rate | 88.1% | 65.3%+22.8pp | 73.5%+14.6pp | 69.5%+18.6pp |
| Annual return | 18.80% | 27.66%-8.9pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $6,611 | $2,068+219.6% | $2,839+132.8% | $2,342+182.2% |
| Participant deferral / active EE | $3,611 | $2,696+33.9% | $3,609+0.1% | $3,332+8.4% |
| Admin fee / account holder | $8,305 | $3,585+131.6% | $4,906+69.3% | $4,645+78.8% |