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 | $110,718 | $89,355+23.9% | $141,162-21.6% | $72,985+51.7% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 24.53% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $8,740 | $3,114+180.6% | $4,735+84.6% | $2,440+258.2% |
| Participant deferral / active EE | $9,728 | $5,418+79.6% | $6,709+45.0% | $3,607+169.7% |
| Admin fee / account holder | $12,530 | $5,958+110.3% | $10,261+22.1% | $5,124+144.5% |