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 | $101,543 | $53,127+91.1% | $86,590+17.3% | $70,131+44.8% |
| Participation rate | 90.0% | 65.3%+24.7pp | 73.5%+16.5pp | 69.5%+20.5pp |
| Annual return | 18.08% | 27.66%-9.6pp | 964.84%-946.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $4,663 | $2,068+125.5% | $2,839+64.2% | $2,342+99.1% |
| Participant deferral / active EE | $8,089 | $2,696+200.1% | $3,609+124.2% | $3,332+142.8% |
| Admin fee / account holder | $4,638 | $3,585+29.3% | $4,906-5.5% | $4,645-0.2% |