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 | $108,496 | $34,308+216.2% | $74,701+45.2% | $72,985+48.7% |
| Participation rate | 91.7% | 42.4%+49.3pp | 54.5%+37.2pp | 69.5%+22.2pp |
| Annual return | 18.28% | 26.58%-8.3pp | 752.92%-734.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,197 | $692+362.3% | $1,084+195.1% | $2,440+31.0% |
| Participant deferral / active EE | $4,099 | $1,271+222.5% | $1,964+108.8% | $3,607+13.6% |
| Admin fee / account holder | $9,105 | $2,124+328.6% | $3,333+173.2% | $5,124+77.7% |