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 | $117,874 | $70,669+66.8% | $169,368-30.4% | $75,163+56.8% |
| Participation rate | 80.4% | 64.8%+15.6pp | 77.1%+3.3pp | 67.2%+13.2pp |
| Annual return | 17.62% | 36.36%-18.7pp | 405.60%-388.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,031 | $2,211+82.4% | $4,013+0.5% | $2,670+51.0% |
| Participant deferral / active EE | $10,172 | $4,311+136.0% | $6,221+63.5% | $4,125+146.6% |
| Admin fee / account holder | $17,650 | $5,402+226.7% | $9,003+96.0% | $5,651+212.3% |