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 | $98,448 | $53,127+85.3% | $86,590+13.7% | $70,131+40.4% |
| Participation rate | 91.7% | 65.3%+26.4pp | 73.5%+18.1pp | 69.5%+22.1pp |
| Annual return | 18.26% | 27.66%-9.4pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $6,939 | $2,068+235.5% | $2,839+144.4% | $2,342+196.2% |
| Participant deferral / active EE | $5,996 | $2,696+122.4% | $3,609+66.2% | $3,332+80.0% |
| Admin fee / account holder | $3,411 | $3,585-4.9% | $4,906-30.5% | $4,645-26.6% |