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 | $75,785 | $63,346+19.6% | $92,233-17.8% | $70,131+8.1% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 19.33% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $8,561 | $2,471+246.4% | $3,679+132.7% | $2,342+265.5% |
| Participant deferral / active EE | $6,120 | $2,854+114.4% | $3,897+57.0% | $3,332+83.7% |
| Admin fee / account holder | $12,302 | $3,840+220.3% | $5,194+136.9% | $4,645+164.8% |