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 | $84,921 | $49,227+72.5% | $70,449+20.5% | $79,858+6.3% |
| Participation rate | 89.7% | 69.2%+20.5pp | 75.1%+14.6pp | 69.6%+20.0pp |
| Annual return | 15.85% | 30.06%-14.2pp | 109.03%-93.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $7,987 | $2,099+280.6% | $2,737+191.9% | $2,471+223.3% |
| Participant deferral / active EE | $4,218 | $2,768+52.4% | $3,709+13.7% | $3,740+12.8% |
| Admin fee / account holder | $1,695 | $2,878-41.1% | $3,845-55.9% | $5,306-68.1% |