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 | $79,313 | $51,638+53.6% | $68,368+16.0% | $82,448-3.8% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 16.61% | 37.53%-20.9pp | 292.57%-276.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $8,607 | $2,047+320.6% | $2,649+224.9% | $2,551+237.4% |
| Participant deferral / active EE | $10,146 | $2,914+248.2% | $4,123+146.1% | $4,139+145.1% |
| Admin fee / account holder | $15,168 | $4,643+226.7% | $5,150+194.5% | $7,234+109.7% |