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 | $110,830 | $58,208+90.4% | $81,812+35.5% | $80,856+37.1% |
| Participation rate | 84.6% | 63.4%+21.2pp | 72.3%+12.3pp | 67.6%+17.0pp |
| Annual return | 13.71% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,157 | $2,340+77.7% | $2,912+42.8% | $2,755+50.9% |
| Participant deferral / active EE | $8,483 | $3,281+158.5% | $4,319+96.4% | $4,296+97.5% |
| Admin fee / account holder | $2,753 | $4,981-44.7% | $7,386-62.7% | $6,918-60.2% |