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 | $112,277 | $62,573+79.4% | $85,682+31.0% | $85,850+30.8% |
| Participation rate | 88.7% | 61.1%+27.5pp | 69.9%+18.8pp | 69.3%+19.4pp |
| Annual return | 11.08% | 23.77%-12.7pp | 21.49%-10.4pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,912 | $1,757+8.9% | $2,618-27.0% | $2,565-25.4% |
| Participant deferral / active EE | $8,488 | $2,802+202.9% | $3,923+116.4% | $3,952+114.8% |
| Admin fee / account holder | $9,786 | $4,640+110.9% | $6,873+42.4% | $6,260+56.3% |