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 | $123,627 | $65,365+89.1% | $92,893+33.1% | $72,985+69.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.69% | 42.10%-21.4pp | 109.41%-88.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $6,005 | $2,594+131.5% | $3,653+64.4% | $2,440+146.1% |
| Participant deferral / active EE | $8,931 | $3,128+185.5% | $4,236+110.8% | $3,607+147.6% |
| Admin fee / account holder | $32,423 | $4,251+662.6% | $5,794+459.6% | $5,124+532.7% |