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 | $119,696 | $62,573+91.3% | $85,682+39.7% | $85,850+39.4% |
| Participation rate | 76.7% | 61.1%+15.6pp | 69.9%+6.9pp | 69.3%+7.4pp |
| Annual return | 12.67% | 23.77%-11.1pp | 21.49%-8.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,005 | $1,757+14.1% | $2,618-23.4% | $2,565-21.8% |
| Participant deferral / active EE | $4,153 | $2,802+48.2% | $3,923+5.9% | $3,952+5.1% |
| Admin fee / account holder | $6,092 | $4,640+31.3% | $6,873-11.4% | $6,260-2.7% |