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 | $99,182 | $54,705+81.3% | $71,209+39.3% | $84,808+16.9% |
| Participation rate | 89.8% | 64.1%+25.7pp | 73.8%+16.0pp | 68.3%+21.5pp |
| Annual return | 16.16% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,795 | $2,158+122.2% | $2,721+76.2% | $2,631+82.2% |
| Participant deferral / active EE | $4,149 | $3,030+36.9% | $4,175-0.6% | $4,212-1.5% |
| Admin fee / account holder | $2,723 | $4,863-44.0% | $5,349-49.1% | $7,344-62.9% |