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 | $114,068 | $71,050+60.5% | $93,606+21.9% | $80,856+41.1% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.6%+30.5pp |
| Annual return | 11.13% | 11.26%-0.1pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,252 | $1,564+235.9% | $2,420+117.1% | $2,755+90.7% |
| Participant deferral / active EE | $6,889 | $4,034+70.8% | $4,411+56.2% | $4,296+60.4% |
| Admin fee / account holder | $7,418 | $6,945+6.8% | $8,285-10.5% | $6,918+7.2% |