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 | $124,247 | $89,753+38.4% | $107,525+15.6% | $84,808+46.5% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.7pp |
| Annual return | 13.32% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $16,541 | $3,113+431.3% | $3,754+340.7% | $2,631+528.7% |
| Participant deferral / active EE | $4,660 | $4,056+14.9% | $5,116-8.9% | $4,212+10.6% |
| Admin fee / account holder | $13,893 | $7,222+92.4% | $8,919+55.8% | $7,344+89.2% |