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 | $104,589 | $65,395+59.9% | $182,532-42.7% | $72,985+43.3% |
| Participation rate | 93.9% | 65.4%+28.5pp | 78.0%+16.0pp | 69.5%+24.5pp |
| Annual return | 28.21% | 27.68%+0.5pp | 148.54%-120.3pp | 81.00%-52.8pp |
| Employer contribution / active EE | $3,628 | $1,911+89.8% | $4,076-11.0% | $2,440+48.7% |
| Participant deferral / active EE | $9,053 | $3,563+154.1% | $5,524+63.9% | $3,607+151.0% |
| Admin fee / account holder | $1,973 | $4,245-53.5% | $8,592-77.0% | $5,124-61.5% |