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 | $114,789 | $58,828+95.1% | $77,999+47.2% | $62,891+82.5% |
| Participation rate | 93.5% | 71.1%+22.5pp | 75.5%+18.0pp | 69.3%+24.2pp |
| Annual return | 6.03% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,176 | $1,672+30.2% | $2,470-11.9% | $2,281-4.6% |
| Participant deferral / active EE | $4,405 | $2,686+64.0% | $3,497+26.0% | $3,203+37.5% |
| Admin fee / account holder | $973 | $4,393-77.8% | $5,480-82.2% | $4,296-77.3% |