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 | $132,391 | $84,233+57.2% | $170,442-22.3% | $70,131+88.8% |
| Participation rate | 97.7% | 70.8%+26.8pp | 83.6%+14.1pp | 69.5%+28.1pp |
| Annual return | 17.74% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $7,259 | $3,387+114.3% | $5,433+33.6% | $2,342+209.9% |
| Participant deferral / active EE | $6,094 | $3,086+97.5% | $4,939+23.4% | $3,332+82.9% |
| Admin fee / account holder | $6,406 | $5,698+12.4% | $13,880-53.9% | $4,645+37.9% |