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 | $107,917 | $85,202+26.7% | $172,739-37.5% | $72,985+47.9% |
| Participation rate | 77.3% | 70.1%+7.2pp | 82.6%-5.4pp | 69.5%+7.8pp |
| Annual return | 21.77% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,830 | $3,324-14.9% | $5,143-45.0% | $2,440+16.0% |
| Participant deferral / active EE | $5,847 | $3,260+79.3% | $5,198+12.5% | $3,607+62.1% |
| Admin fee / account holder | $21,042 | $5,884+257.6% | $13,954+50.8% | $5,124+310.6% |