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 | $105,418 | $65,395+61.2% | $182,532-42.2% | $72,985+44.4% |
| Participation rate | 94.1% | 65.4%+28.7pp | 78.0%+16.1pp | 69.5%+24.6pp |
| Annual return | 20.51% | 27.68%-7.2pp | 148.54%-128.0pp | 81.00%-60.5pp |
| Employer contribution / active EE | $6,080 | $1,911+218.1% | $4,076+49.2% | $2,440+149.2% |
| Participant deferral / active EE | $6,155 | $3,563+72.8% | $5,524+11.4% | $3,607+70.6% |
| Admin fee / account holder | $35,058 | $4,245+725.9% | $8,592+308.0% | $5,124+584.1% |