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 | $100,915 | $54,705+84.5% | $71,209+41.7% | $84,808+19.0% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 19.99% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,680 | $2,158-22.2% | $2,721-38.3% | $2,631-36.2% |
| Participant deferral / active EE | $6,583 | $3,030+117.2% | $4,175+57.7% | $4,212+56.3% |
| Admin fee / account holder | $6,310 | $4,863+29.7% | $5,349+18.0% | $7,344-14.1% |