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 | $94,579 | $63,346+49.3% | $92,233+2.5% | $70,131+34.9% |
| Participation rate | 75.8% | 68.7%+7.1pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 13.78% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,204 | $2,471+29.7% | $3,679-12.9% | $2,342+36.8% |
| Participant deferral / active EE | $6,851 | $2,854+140.1% | $3,897+75.8% | $3,332+105.6% |
| Admin fee / account holder | $5,451 | $3,840+42.0% | $5,194+5.0% | $4,645+17.4% |