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 | $103,514 | $58,208+77.8% | $81,812+26.5% | $80,856+28.0% |
| Participation rate | 91.3% | 63.4%+27.9pp | 72.3%+19.0pp | 67.6%+23.7pp |
| Annual return | 15.13% | 41.66%-26.5pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,405 | $2,340+131.0% | $2,912+85.6% | $2,755+96.2% |
| Participant deferral / active EE | $8,292 | $3,281+152.7% | $4,319+92.0% | $4,296+93.0% |
| Admin fee / account holder | $4,769 | $4,981-4.3% | $7,386-35.4% | $6,918-31.1% |