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 | $83,770 | $53,127+57.7% | $86,590-3.3% | $70,131+19.4% |
| Participation rate | 89.6% | 65.3%+24.2pp | 73.5%+16.0pp | 69.5%+20.0pp |
| Annual return | 22.01% | 27.66%-5.7pp | 964.84%-942.8pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,549 | $2,068+23.2% | $2,839-10.2% | $2,342+8.8% |
| Participant deferral / active EE | $5,551 | $2,696+105.9% | $3,609+53.8% | $3,332+66.6% |
| Admin fee / account holder | $2,627 | $3,585-26.7% | $4,906-46.5% | $4,645-43.5% |