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 | $121,744 | $62,573+94.6% | $85,682+42.1% | $85,850+41.8% |
| Participation rate | 89.7% | 61.1%+28.5pp | 69.9%+19.8pp | 69.3%+20.3pp |
| Annual return | 13.95% | 23.77%-9.8pp | 21.49%-7.5pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,006 | $1,757-42.7% | $2,618-61.6% | $2,565-60.8% |
| Participant deferral / active EE | $4,776 | $2,802+70.4% | $3,923+21.7% | $3,952+20.8% |
| Admin fee / account holder | $12,487 | $4,640+169.1% | $6,873+81.7% | $6,260+99.5% |