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 | $107,790 | $65,365+64.9% | $92,893+16.0% | $72,985+47.7% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | 23.71% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $7,233 | $2,594+178.8% | $3,653+98.0% | $2,440+196.5% |
| Participant deferral / active EE | $9,911 | $3,128+216.8% | $4,236+134.0% | $3,607+174.8% |
| Admin fee / account holder | $585 | $4,251-86.2% | $5,794-89.9% | $5,124-88.6% |