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 | $107,443 | $58,208+84.6% | $81,812+31.3% | $80,856+32.9% |
| Participation rate | 92.2% | 63.4%+28.8pp | 72.3%+19.8pp | 67.6%+24.5pp |
| Annual return | 14.09% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,411 | $2,340-39.7% | $2,912-51.6% | $2,755-48.8% |
| Participant deferral / active EE | $6,656 | $3,281+102.9% | $4,319+54.1% | $4,296+55.0% |
| Admin fee / account holder | $1,174 | $4,981-76.4% | $7,386-84.1% | $6,918-83.0% |