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 | $99,500 | $63,346+57.1% | $92,233+7.9% | $70,131+41.9% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 13.96% | 530.12%-516.2pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $8,993 | $2,471+263.9% | $3,679+144.4% | $2,342+283.9% |
| Participant deferral / active EE | $2,266 | $2,854-20.6% | $3,897-41.9% | $3,332-32.0% |
| Admin fee / account holder | $2,720 | $3,840-29.2% | $5,194-47.6% | $4,645-41.4% |