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 | $78,457 | $53,127+47.7% | $86,590-9.4% | $70,131+11.9% |
| Participation rate | 90.3% | 65.3%+25.0pp | 73.5%+16.8pp | 69.5%+20.8pp |
| Annual return | 14.90% | 27.66%-12.8pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,905 | $2,068+88.8% | $2,839+37.6% | $2,342+66.7% |
| Participant deferral / active EE | $3,647 | $2,696+35.3% | $3,609+1.1% | $3,332+9.5% |
| Admin fee / account holder | $6,736 | $3,585+87.9% | $4,906+37.3% | $4,645+45.0% |