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 | $88,847 | $57,354+54.9% | $83,848+6.0% | $64,186+38.4% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | 16.00% | 11.38%+4.6pp | 850.88%-834.9pp | 7.63%+8.4pp |
| Employer contribution / active EE | $7,303 | $2,545+186.9% | $3,631+101.1% | $2,381+206.7% |
| Participant deferral / active EE | $6,872 | $2,993+129.6% | $4,082+68.4% | $3,470+98.1% |
| Admin fee / account holder | $1,042 | $4,046-74.3% | $5,478-81.0% | $4,888-78.7% |