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 | $124,481 | $89,753+38.7% | $107,525+15.8% | $84,808+46.8% |
| Participation rate | 89.8% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.5pp |
| Annual return | 26.40% | 29.48%-3.1pp | 181.32%-154.9pp | 40.90%-14.5pp |
| Employer contribution / active EE | $5,952 | $3,113+91.2% | $3,754+58.6% | $2,631+126.2% |
| Participant deferral / active EE | $11,091 | $4,056+173.4% | $5,116+116.8% | $4,212+163.3% |
| Admin fee / account holder | $5,067 | $7,222-29.8% | $8,919-43.2% | $7,344-31.0% |