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 | $94,902 | $70,669+34.3% | $169,368-44.0% | $75,163+26.3% |
| Participation rate | 76.8% | 64.8%+12.0pp | 77.1%-0.4pp | 67.2%+9.6pp |
| Annual return | 27.00% | 36.36%-9.4pp | 405.60%-378.6pp | 160.62%-133.6pp |
| Employer contribution / active EE | $3,267 | $2,211+47.8% | $4,013-18.6% | $2,670+22.4% |
| Participant deferral / active EE | $6,182 | $4,311+43.4% | $6,221-0.6% | $4,125+49.9% |
| Admin fee / account holder | $13,389 | $5,402+147.8% | $9,003+48.7% | $5,651+136.9% |