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 | $115,478 | $63,346+82.3% | $92,233+25.2% | $70,131+64.7% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.0pp |
| Annual return | 20.49% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $3,347 | $2,471+35.4% | $3,679-9.0% | $2,342+42.9% |
| Participant deferral / active EE | $8,741 | $2,854+206.3% | $3,897+124.3% | $3,332+162.4% |
| Admin fee / account holder | $977 | $3,840-74.6% | $5,194-81.2% | $4,645-79.0% |