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 | $105,916 | $48,046+120.4% | $84,611+25.2% | $72,985+45.1% |
| Participation rate | 81.4% | 57.6%+23.8pp | 68.2%+13.2pp | 69.5%+11.9pp |
| Annual return | 21.31% | 37.38%-16.1pp | 258.74%-237.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,590 | $1,602+249.0% | $2,652+110.8% | $2,440+129.1% |
| Participant deferral / active EE | $3,213 | $2,680+19.9% | $3,899-17.6% | $3,607-10.9% |
| Admin fee / account holder | $1,856 | $3,395-45.3% | $4,912-62.2% | $5,124-63.8% |