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 | $78,175 | $45,035+73.6% | $62,995+24.1% | $70,131+11.5% |
| Participation rate | 79.3% | 69.5%+9.8pp | 74.8%+4.5pp | 69.5%+9.8pp |
| Annual return | 15.06% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,492 | $2,051+167.7% | $2,759+99.1% | $2,342+134.4% |
| Participant deferral / active EE | $6,028 | $2,465+144.6% | $3,329+81.1% | $3,332+80.9% |
| Admin fee / account holder | $15,268 | $2,834+438.7% | $3,600+324.1% | $4,645+228.7% |