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 | $110,138 | $85,202+29.3% | $172,739-36.2% | $72,985+50.9% |
| Participation rate | 77.5% | 70.1%+7.4pp | 82.6%-5.2pp | 69.5%+8.0pp |
| Annual return | 22.31% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $7,524 | $3,324+126.3% | $5,143+46.3% | $2,440+208.4% |
| Participant deferral / active EE | $4,771 | $3,260+46.3% | $5,198-8.2% | $3,607+32.3% |
| Admin fee / account holder | $5,918 | $5,884+0.6% | $13,954-57.6% | $5,124+15.5% |