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 | $105,881 | $54,705+93.5% | $71,209+48.7% | $84,808+24.8% |
| Participation rate | 86.0% | 64.1%+22.0pp | 73.8%+12.3pp | 68.3%+17.7pp |
| Annual return | 22.20% | 35.90%-13.7pp | 282.51%-260.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $4,817 | $2,158+123.2% | $2,721+77.0% | $2,631+83.1% |
| Participant deferral / active EE | $8,294 | $3,030+173.7% | $4,175+98.7% | $4,212+96.9% |
| Admin fee / account holder | $5,760 | $4,863+18.4% | $5,349+7.7% | $7,344-21.6% |