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 | $111,065 | $63,346+75.3% | $92,233+20.4% | $70,131+58.4% |
| Participation rate | 89.5% | 68.7%+20.8pp | 76.5%+13.0pp | 69.5%+19.9pp |
| Annual return | 20.25% | 530.12%-509.9pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,247 | $2,471-49.5% | $3,679-66.1% | $2,342-46.8% |
| Participant deferral / active EE | $5,628 | $2,854+97.2% | $3,897+44.4% | $3,332+68.9% |
| Admin fee / account holder | $2,500 | $3,840-34.9% | $5,194-51.9% | $4,645-46.2% |