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 | $104,024 | $77,899+33.5% | $149,673-30.5% | $75,163+38.4% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 19.95% | 31.72%-11.8pp | 134.42%-114.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $5,627 | $3,137+79.4% | $4,818+16.8% | $2,670+110.8% |
| Participant deferral / active EE | $7,974 | $3,411+133.8% | $5,680+40.4% | $4,125+93.3% |
| Admin fee / account holder | $535 | $5,956-91.0% | $13,210-95.9% | $5,651-90.5% |