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 | $92,372 | $53,127+73.9% | $86,590+6.7% | $70,131+31.7% |
| Participation rate | 80.8% | 65.3%+15.5pp | 73.5%+7.2pp | 69.5%+11.2pp |
| Annual return | 18.10% | 27.66%-9.6pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,917 | $2,068+41.0% | $2,839+2.7% | $2,342+24.5% |
| Participant deferral / active EE | $5,766 | $2,696+113.9% | $3,609+59.8% | $3,332+73.1% |
| Admin fee / account holder | $3,526 | $3,585-1.7% | $4,906-28.1% | $4,645-24.1% |