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 | $111,708 | $58,694+90.3% | $142,863-21.8% | $85,850+30.1% |
| Participation rate | 94.4% | 58.5%+36.0pp | 71.9%+22.5pp | 69.3%+25.1pp |
| Annual return | 26.49% | 27.72%-1.2pp | 5637.54%-5611.0pp | 318.53%-292.0pp |
| Employer contribution / active EE | $4,279 | $1,423+200.8% | $4,144+3.3% | $2,565+66.8% |
| Participant deferral / active EE | $2,671 | $2,607+2.4% | $3,837-30.4% | $3,952-32.4% |
| Admin fee / account holder | $2,345 | $4,239-44.7% | $6,560-64.3% | $6,260-62.5% |