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 | $98,900 | $51,620+91.6% | $90,281+9.5% | $65,185+51.7% |
| Participation rate | 88.4% | 68.6%+19.7pp | 73.3%+15.1pp | 70.2%+18.2pp |
| Annual return | 40.15% | 24.94%+15.2pp | 78.10%-37.9pp | 29.38%+10.8pp |
| Employer contribution / active EE | $1,569 | $2,235-29.8% | $2,854-45.0% | $2,177-27.9% |
| Participant deferral / active EE | $3,872 | $2,871+34.9% | $3,885-0.4% | $3,514+10.2% |
| Admin fee / account holder | $5,827 | $384+1416.4% | $5,351+8.9% | $847+587.9% |