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 | $97,013 | $65,409+48.3% | $98,442-1.5% | $85,850+13.0% |
| Participation rate | 93.5% | 65.0%+28.5pp | 73.3%+20.1pp | 69.3%+24.2pp |
| Annual return | 12.64% | 21.76%-9.1pp | 1492.73%-1480.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $5,579 | $2,168+157.4% | $2,960+88.5% | $2,565+117.5% |
| Participant deferral / active EE | $4,681 | $3,166+47.9% | $4,276+9.5% | $3,952+18.5% |
| Admin fee / account holder | $9,968 | $4,593+117.0% | $5,949+67.5% | $6,260+59.2% |