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 | $111,524 | $58,694+90.0% | $142,863-21.9% | $85,850+29.9% |
| Participation rate | 78.7% | 58.5%+20.2pp | 71.9%+6.8pp | 69.3%+9.4pp |
| Annual return | 13.96% | 27.72%-13.8pp | 5637.54%-5623.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,190 | $1,423+53.9% | $4,144-47.2% | $2,565-14.6% |
| Participant deferral / active EE | $5,543 | $2,607+112.6% | $3,837+44.5% | $3,952+40.3% |
| Admin fee / account holder | $7,262 | $4,239+71.3% | $6,560+10.7% | $6,260+16.0% |