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 | $102,957 | $65,365+57.5% | $92,893+10.8% | $72,985+41.1% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 18.65% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $3,948 | $2,594+52.2% | $3,653+8.1% | $2,440+61.8% |
| Participant deferral / active EE | $5,086 | $3,128+62.6% | $4,236+20.1% | $3,607+41.0% |
| Admin fee / account holder | $15,864 | $4,251+273.2% | $5,794+173.8% | $5,124+209.6% |