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 | $104,290 | $58,208+79.2% | $81,812+27.5% | $80,856+29.0% |
| Participation rate | 89.3% | 63.4%+25.9pp | 72.3%+16.9pp | 67.6%+21.6pp |
| Annual return | 16.37% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,261 | $2,340+82.1% | $2,912+46.3% | $2,755+54.7% |
| Participant deferral / active EE | $10,547 | $3,281+221.5% | $4,319+144.2% | $4,296+145.5% |
| Admin fee / account holder | $576 | $4,981-88.4% | $7,386-92.2% | $6,918-91.7% |