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 | $108,204 | $65,365+65.5% | $92,893+16.5% | $72,985+48.3% |
| Participation rate | 87.2% | 68.3%+18.9pp | 76.0%+11.2pp | 69.5%+17.7pp |
| Annual return | 22.65% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,807 | $2,594+8.2% | $3,653-23.2% | $2,440+15.0% |
| Participant deferral / active EE | $7,279 | $3,128+132.7% | $4,236+71.8% | $3,607+101.8% |
| Admin fee / account holder | $25,859 | $4,251+508.2% | $5,794+346.3% | $5,124+404.6% |