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 | $94,870 | $48,364+96.2% | $71,796+32.1% | $62,891+50.8% |
| Participation rate | 90.0% | 60.6%+29.4pp | 69.1%+20.9pp | 69.3%+20.7pp |
| Annual return | 5.33% | 13.16%-7.8pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,189 | $1,042+14.1% | $1,924-38.2% | $2,281-47.9% |
| Participant deferral / active EE | $4,782 | $2,091+128.7% | $2,794+71.1% | $3,203+49.3% |
| Admin fee / account holder | $16,038 | $3,771+325.3% | $4,815+233.1% | $4,296+273.4% |