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 | $104,056 | $77,314+34.6% | $177,989-41.5% | $80,856+28.7% |
| Participation rate | 82.1% | 65.7%+16.4pp | 77.1%+5.1pp | 67.6%+14.5pp |
| Annual return | 25.92% | 18.09%+7.8pp | 294.48%-268.6pp | 35.59%-9.7pp |
| Employer contribution / active EE | $5,328 | $2,292+132.5% | $3,949+34.9% | $2,755+93.4% |
| Participant deferral / active EE | $10,855 | $4,411+146.1% | $6,276+73.0% | $4,296+152.7% |
| Admin fee / account holder | $13,291 | $7,191+84.8% | $10,363+28.3% | $6,918+92.1% |