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 | $106,108 | $50,082+111.9% | $93,406+13.6% | $79,858+32.9% |
| Participation rate | 73.1% | 60.9%+12.2pp | 66.8%+6.3pp | 69.6%+3.4pp |
| Annual return | 13.61% | 24.59%-11.0pp | 78.05%-64.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,630 | $1,303+101.8% | $2,075+26.7% | $2,471+6.4% |
| Participant deferral / active EE | $3,471 | $2,212+56.9% | $3,126+11.0% | $3,740-7.2% |
| Admin fee / account holder | $3,813 | $3,454+10.4% | $5,230-27.1% | $5,306-28.1% |