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 | $94,207 | $72,277+30.3% | $101,248-7.0% | $79,858+18.0% |
| Participation rate | 96.7% | 68.5%+28.3pp | 75.8%+20.9pp | 69.6%+27.1pp |
| Annual return | 14.55% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $5,166 | $2,692+91.9% | $3,660+41.2% | $2,471+109.1% |
| Participant deferral / active EE | $4,644 | $3,282+41.5% | $4,370+6.3% | $3,740+24.2% |
| Admin fee / account holder | $19,673 | $4,400+347.1% | $5,945+230.9% | $5,306+270.7% |