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 | $102,792 | $54,705+87.9% | $71,209+44.4% | $84,808+21.2% |
| Participation rate | 97.3% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+29.0pp |
| Annual return | 20.82% | 35.90%-15.1pp | 282.51%-261.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,417 | $2,158+12.0% | $2,721-11.2% | $2,631-8.1% |
| Participant deferral / active EE | $5,361 | $3,030+76.9% | $4,175+28.4% | $4,212+27.3% |
| Admin fee / account holder | $3,440 | $4,863-29.3% | $5,349-35.7% | $7,344-53.2% |