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 | $92,174 | $58,208+58.4% | $81,812+12.7% | $80,856+14.0% |
| Participation rate | 84.8% | 63.4%+21.4pp | 72.3%+12.5pp | 67.6%+17.2pp |
| Annual return | 16.76% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,590 | $2,340-32.1% | $2,912-45.4% | $2,755-42.3% |
| Participant deferral / active EE | $6,240 | $3,281+90.2% | $4,319+44.5% | $4,296+45.3% |
| Admin fee / account holder | $8,808 | $4,981+76.8% | $7,386+19.3% | $6,918+27.3% |