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 | $84,586 | $58,208+45.3% | $81,812+3.4% | $80,856+4.6% |
| Participation rate | 96.1% | 63.4%+32.7pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 21.43% | 41.66%-20.2pp | 773.79%-752.4pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,839 | $2,340-21.4% | $2,912-36.8% | $2,755-33.2% |
| Participant deferral / active EE | $6,268 | $3,281+91.0% | $4,319+45.1% | $4,296+45.9% |
| Admin fee / account holder | $3,407 | $4,981-31.6% | $7,386-53.9% | $6,918-50.8% |