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 | $101,249 | $58,208+73.9% | $81,812+23.8% | $80,856+25.2% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.3%+21.2pp | 67.6%+25.9pp |
| Annual return | 23.06% | 41.66%-18.6pp | 773.79%-750.7pp | 35.59%-12.5pp |
| Employer contribution / active EE | $6,309 | $2,340+169.6% | $2,912+116.6% | $2,755+129.0% |
| Participant deferral / active EE | $7,073 | $3,281+115.6% | $4,319+63.8% | $4,296+64.7% |
| Admin fee / account holder | $12,474 | $4,981+150.4% | $7,386+68.9% | $6,918+80.3% |