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 | $100,676 | $54,705+84.0% | $71,209+41.4% | $84,808+18.7% |
| Participation rate | 94.6% | 64.1%+30.6pp | 73.8%+20.9pp | 68.3%+26.3pp |
| Annual return | 21.23% | 35.90%-14.7pp | 282.51%-261.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,958 | $2,158+129.8% | $2,721+82.2% | $2,631+88.5% |
| Participant deferral / active EE | $10,021 | $3,030+230.7% | $4,175+140.0% | $4,212+137.9% |
| Admin fee / account holder | $5,681 | $4,863+16.8% | $5,349+6.2% | $7,344-22.6% |