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 | $82,838 | $54,705+51.4% | $71,209+16.3% | $84,808-2.3% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.8%+23.3pp | 68.3%+28.7pp |
| Annual return | 13.98% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,610 | $2,158+113.6% | $2,721+69.4% | $2,631+75.2% |
| Participant deferral / active EE | $6,043 | $3,030+99.4% | $4,175+44.7% | $4,212+43.5% |
| Admin fee / account holder | $9,453 | $4,863+94.4% | $5,349+76.7% | $7,344+28.7% |