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 | $116,876 | $65,409+78.7% | $98,442+18.7% | $85,850+36.1% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.6pp | 69.3%+23.7pp |
| Annual return | 31.04% | 21.76%+9.3pp | 1492.73%-1461.7pp | 318.53%-287.5pp |
| Employer contribution / active EE | $2,823 | $2,168+30.2% | $2,960-4.6% | $2,565+10.1% |
| Participant deferral / active EE | $3,194 | $3,166+0.9% | $4,276-25.3% | $3,952-19.2% |
| Admin fee / account holder | $4,836 | $4,593+5.3% | $5,949-18.7% | $6,260-22.7% |