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 | $113,118 | $85,202+32.8% | $172,739-34.5% | $72,985+55.0% |
| Participation rate | 94.7% | 70.1%+24.7pp | 82.6%+12.1pp | 69.5%+25.3pp |
| Annual return | 22.62% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,745 | $3,324-17.4% | $5,143-46.6% | $2,440+12.5% |
| Participant deferral / active EE | $4,624 | $3,260+41.8% | $5,198-11.0% | $3,607+28.2% |
| Admin fee / account holder | $600 | $5,884-89.8% | $13,954-95.7% | $5,124-88.3% |