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 | $83,927 | $56,053+49.7% | $75,972+10.5% | $80,856+3.8% |
| Participation rate | 96.6% | 62.0%+34.5pp | 69.1%+27.5pp | 67.6%+28.9pp |
| Annual return | 13.35% | 20.53%-7.2pp | 359.55%-346.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $5,861 | $1,874+212.7% | $2,685+118.3% | $2,755+112.8% |
| Participant deferral / active EE | $2,492 | $3,052-18.3% | $4,255-41.4% | $4,296-42.0% |
| Admin fee / account holder | $6,639 | $5,234+26.9% | $6,467+2.7% | $6,918-4.0% |