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 | $109,483 | $77,899+40.5% | $149,673-26.9% | $75,163+45.7% |
| Participation rate | 89.0% | 65.6%+23.5pp | 78.8%+10.3pp | 67.2%+21.8pp |
| Annual return | 18.80% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $7,895 | $3,137+151.6% | $4,818+63.9% | $2,670+195.7% |
| Participant deferral / active EE | $7,326 | $3,411+114.8% | $5,680+29.0% | $4,125+77.6% |
| Admin fee / account holder | $4,970 | $5,956-16.6% | $13,210-62.4% | $5,651-12.1% |