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 | $102,946 | $58,208+76.9% | $81,812+25.8% | $80,856+27.3% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 16.26% | 41.66%-25.4pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $6,923 | $2,340+195.9% | $2,912+137.7% | $2,755+151.3% |
| Participant deferral / active EE | $6,165 | $3,281+87.9% | $4,319+42.8% | $4,296+43.5% |
| Admin fee / account holder | $15,316 | $4,981+207.5% | $7,386+107.4% | $6,918+121.4% |