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 | $75,393 | $48,230+56.3% | $67,502+11.7% | $80,856-6.8% |
| Participation rate | 92.5% | 66.4%+26.2pp | 72.9%+19.7pp | 67.6%+24.9pp |
| Annual return | 13.23% | 18.28%-5.0pp | 3512.12%-3498.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $11,015 | $2,020+445.4% | $2,731+303.3% | $2,755+299.8% |
| Participant deferral / active EE | $9,427 | $2,924+222.4% | $4,000+135.7% | $4,296+119.5% |
| Admin fee / account holder | $2,025 | $3,681-45.0% | $3,998-49.3% | $6,918-70.7% |