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 | $90,056 | $58,208+54.7% | $81,812+10.1% | $80,856+11.4% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 16.13% | 41.66%-25.5pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,901 | $2,340+24.0% | $2,912-0.4% | $2,755+5.3% |
| Participant deferral / active EE | $5,004 | $3,281+52.5% | $4,319+15.9% | $4,296+16.5% |
| Admin fee / account holder | $439 | $4,981-91.2% | $7,386-94.1% | $6,918-93.7% |