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 | $72,302 | $57,541+25.7% | $95,745-24.5% | $75,163-3.8% |
| Participation rate | 95.9% | 62.5%+33.4pp | 72.3%+23.6pp | 67.2%+28.7pp |
| Annual return | 17.07% | 34.93%-17.9pp | 28.35%-11.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,940 | $1,808+117.9% | $2,835+39.0% | $2,670+47.6% |
| Participant deferral / active EE | $6,054 | $3,074+96.9% | $4,245+42.6% | $4,125+46.8% |
| Admin fee / account holder | $14,384 | $4,099+250.9% | $5,678+153.3% | $5,651+154.5% |