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 | $85,116 | $70,669+20.4% | $169,368-49.7% | $75,163+13.2% |
| Participation rate | 88.6% | 64.8%+23.8pp | 77.1%+11.4pp | 67.2%+21.4pp |
| Annual return | 20.28% | 36.36%-16.1pp | 405.60%-385.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $7,584 | $2,211+243.0% | $4,013+89.0% | $2,670+184.1% |
| Participant deferral / active EE | $12,413 | $4,311+188.0% | $6,221+99.5% | $4,125+200.9% |
| Admin fee / account holder | $18,035 | $5,402+233.8% | $9,003+100.3% | $5,651+219.1% |