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 | $107,268 | $65,365+64.1% | $92,893+15.5% | $72,985+47.0% |
| Participation rate | 90.4% | 68.3%+22.1pp | 76.0%+14.4pp | 69.5%+20.9pp |
| Annual return | 21.75% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $9,483 | $2,594+265.6% | $3,653+159.6% | $2,440+288.7% |
| Participant deferral / active EE | $4,863 | $3,128+55.4% | $4,236+14.8% | $3,607+34.8% |
| Admin fee / account holder | $3,886 | $4,251-8.6% | $5,794-32.9% | $5,124-24.2% |