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 | $112,555 | $77,145+45.9% | $108,410+3.8% | $85,850+31.1% |
| Participation rate | 93.1% | 74.7%+18.4pp | 80.1%+13.0pp | 69.3%+23.8pp |
| Annual return | 23.46% | 44.54%-21.1pp | 905.27%-881.8pp | 318.53%-295.1pp |
| Employer contribution / active EE | $2,718 | $2,379+14.2% | $3,558-23.6% | $2,565+5.9% |
| Participant deferral / active EE | $7,069 | $5,566+27.0% | $6,563+7.7% | $3,952+78.9% |
| Admin fee / account holder | $1,911 | $5,172-63.1% | $7,295-73.8% | $6,260-69.5% |