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 | $104,478 | $78,705+32.7% | $117,854-11.3% | $70,131+49.0% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 19.80% | 23.30%-3.5pp | 335.08%-315.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $6,098 | $2,223+174.3% | $3,786+61.1% | $2,342+160.3% |
| Participant deferral / active EE | $3,087 | $3,297-6.4% | $4,482-31.1% | $3,332-7.3% |
| Admin fee / account holder | $7,659 | $5,065+51.2% | $8,020-4.5% | $4,645+64.9% |