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 | $80,005 | $71,192+12.4% | $117,854-32.1% | $62,292+28.4% |
| Participation rate | 94.3% | 74.2%+20.1pp | 79.7%+14.6pp | 69.5%+24.8pp |
| Annual return | 13.85% | 18.66%-4.8pp | 335.08%-321.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $4,301 | $1,934+122.4% | $3,786+13.6% | $2,042+110.6% |
| Participant deferral / active EE | $5,792 | $3,189+81.6% | $4,482+29.2% | $3,169+82.8% |
| Admin fee / account holder | $11,486 | $587+1855.9% | $8,020+43.2% | $479+2296.2% |