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 | $90,674 | $58,208+55.8% | $81,812+10.8% | $80,856+12.1% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.3%+21.8pp | 67.6%+26.5pp |
| Annual return | 13.93% | 41.66%-27.7pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,630 | $2,340+12.4% | $2,912-9.7% | $2,755-4.5% |
| Participant deferral / active EE | $6,088 | $3,281+85.6% | $4,319+41.0% | $4,296+41.7% |
| Admin fee / account holder | $1,490 | $4,981-70.1% | $7,386-79.8% | $6,918-78.5% |