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 | $84,895 | $48,230+76.0% | $67,502+25.8% | $80,856+5.0% |
| Participation rate | 92.2% | 66.4%+25.8pp | 72.9%+19.3pp | 67.6%+24.5pp |
| Annual return | 20.12% | 18.28%+1.8pp | 3512.12%-3492.0pp | 35.59%-15.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,133 | $2,924+109.8% | $4,000+53.3% | $4,296+42.8% |
| Admin fee / account holder | $4,249 | $3,681+15.4% | $3,998+6.3% | $6,918-38.6% |