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 | $99,981 | $54,705+82.8% | $71,209+40.4% | $84,808+17.9% |
| Participation rate | 94.7% | 64.1%+30.7pp | 73.8%+21.0pp | 68.3%+26.4pp |
| Annual return | 14.60% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,784 | $2,158+168.1% | $2,721+112.6% | $2,631+119.9% |
| Participant deferral / active EE | $5,439 | $3,030+79.5% | $4,175+30.3% | $4,212+29.2% |
| Admin fee / account holder | $11,525 | $4,863+137.0% | $5,349+115.5% | $7,344+56.9% |