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 | $98,026 | $53,127+84.5% | $86,590+13.2% | $70,131+39.8% |
| Participation rate | 83.7% | 65.3%+18.4pp | 73.5%+10.1pp | 69.5%+14.1pp |
| Annual return | 20.02% | 27.66%-7.6pp | 964.84%-944.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,393 | $2,068+64.1% | $2,839+19.5% | $2,342+44.9% |
| Participant deferral / active EE | $5,604 | $2,696+107.9% | $3,609+55.3% | $3,332+68.2% |
| Admin fee / account holder | $13,668 | $3,585+281.2% | $4,906+178.6% | $4,645+194.2% |