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 | $104,287 | $65,365+59.5% | $92,893+12.3% | $72,985+42.9% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 22.44% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,700 | $2,594+4.1% | $3,653-26.1% | $2,440+10.7% |
| Participant deferral / active EE | $4,333 | $3,128+38.5% | $4,236+2.3% | $3,607+20.1% |
| Admin fee / account holder | $6,889 | $4,251+62.0% | $5,794+18.9% | $5,124+34.4% |