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 | $117,121 | $63,346+84.9% | $92,233+27.0% | $70,131+67.0% |
| Participation rate | 98.0% | 68.7%+29.3pp | 76.5%+21.5pp | 69.5%+28.4pp |
| Annual return | 17.86% | 530.12%-512.3pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,859 | $2,471-24.8% | $3,679-49.5% | $2,342-20.6% |
| Participant deferral / active EE | $6,065 | $2,854+112.5% | $3,897+55.6% | $3,332+82.0% |
| Admin fee / account holder | $4,098 | $3,840+6.7% | $5,194-21.1% | $4,645-11.8% |