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 | $103,267 | $58,208+77.4% | $81,812+26.2% | $80,856+27.7% |
| Participation rate | 95.2% | 63.4%+31.8pp | 72.3%+22.9pp | 67.6%+27.6pp |
| Annual return | 12.54% | 41.66%-29.1pp | 773.79%-761.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,040 | $2,340-12.8% | $2,912-29.9% | $2,755-25.9% |
| Participant deferral / active EE | $5,522 | $3,281+68.3% | $4,319+27.9% | $4,296+28.5% |
| Admin fee / account holder | $10,118 | $4,981+103.1% | $7,386+37.0% | $6,918+46.3% |