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 | $97,570 | $65,365+49.3% | $92,893+5.0% | $72,985+33.7% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.3pp |
| Annual return | 25.08% | 42.10%-17.0pp | 109.41%-84.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $9,154 | $2,594+252.9% | $3,653+150.6% | $2,440+275.2% |
| Participant deferral / active EE | $6,475 | $3,128+107.0% | $4,236+52.9% | $3,607+79.5% |
| Admin fee / account holder | $14,055 | $4,251+230.6% | $5,794+142.6% | $5,124+174.3% |