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 | $109,445 | $54,762+99.9% | $90,281+21.2% | $72,985+50.0% |
| Participation rate | 92.5% | 65.1%+27.3pp | 73.3%+19.2pp | 69.5%+23.0pp |
| Annual return | 23.83% | 30.63%-6.8pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,298 | $2,092-38.0% | $2,854-54.5% | $2,440-46.8% |
| Participant deferral / active EE | $5,446 | $2,887+88.6% | $3,885+40.2% | $3,607+51.0% |
| Admin fee / account holder | $18,112 | $3,972+356.0% | $5,351+238.5% | $5,124+253.5% |