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 | $77,724 | $53,127+46.3% | $86,590-10.2% | $70,131+10.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 23.31% | 27.66%-4.4pp | 964.84%-941.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $5,460 | $2,068+164.0% | $2,839+92.3% | $2,342+133.1% |
| Participant deferral / active EE | $4,308 | $2,696+59.8% | $3,609+19.4% | $3,332+29.3% |
| Admin fee / account holder | $4,341 | $3,585+21.1% | $4,906-11.5% | $4,645-6.5% |