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 | $111,152 | $67,411+64.9% | $91,001+22.1% | $70,131+58.5% |
| Participation rate | 98.6% | 71.4%+27.3pp | 75.6%+23.0pp | 69.5%+29.1pp |
| Annual return | 21.96% | -40.16%+62.1pp | 4.60%+17.4pp | 73.14%-51.2pp |
| Employer contribution / active EE | $4,855 | $1,786+171.8% | $2,456+97.7% | $2,342+107.2% |
| Participant deferral / active EE | $6,714 | $2,823+137.9% | $3,547+89.3% | $3,332+101.5% |
| Admin fee / account holder | $10,443 | $4,236+146.5% | $5,417+92.8% | $4,645+124.8% |