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 | $123,990 | $63,861+94.2% | $104,607+18.5% | $79,858+55.3% |
| Participation rate | 85.7% | 64.9%+20.8pp | 74.1%+11.6pp | 69.6%+16.1pp |
| Annual return | 13.98% | 21.30%-7.3pp | 340.46%-326.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,316 | $1,588+45.8% | $2,681-13.6% | $2,471-6.3% |
| Participant deferral / active EE | $4,781 | $2,693+77.5% | $3,740+27.8% | $3,740+27.8% |
| Admin fee / account holder | $5,018 | $4,185+19.9% | $6,473-22.5% | $5,306-5.4% |