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 | $87,867 | $53,127+65.4% | $86,590+1.5% | $70,131+25.3% |
| Participation rate | 81.5% | 65.3%+16.2pp | 73.5%+7.9pp | 69.5%+11.9pp |
| Annual return | 17.80% | 27.66%-9.9pp | 964.84%-947.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $9,087 | $2,068+339.4% | $2,839+220.1% | $2,342+287.9% |
| Participant deferral / active EE | $8,444 | $2,696+213.2% | $3,609+134.0% | $3,332+153.4% |
| Admin fee / account holder | $4,480 | $3,585+25.0% | $4,906-8.7% | $4,645-3.6% |